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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,465 | $156,398-92.7% | $147,318-92.2% | $138,895-91.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.99% | 78.75%-72.8pp | 70.43%-64.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,659 | $4,853-65.8% | $4,593-63.9% | $4,194-60.4% |
| Participant deferral / active EE | $4,672 | $8,237-43.3% | $7,906-40.9% | $6,396-27.0% |
| Admin fee / account holder | $2,940 | $14,976-80.4% | $13,708-78.6% | $12,562-76.6% |