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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 | $12,302 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.25% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $5,223 | $4,804+8.7% | $4,554+14.7% | $4,156+25.7% |
| Participant deferral / active EE | $6,603 | $8,216-19.6% | $7,897-16.4% | $6,407+3.1% |
| Admin fee / account holder | $15,416 | $14,344+7.5% | $13,129+17.4% | $12,270+25.6% |