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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 | $7,435 | $174,379-95.7% | $152,093-95.1% | $138,895-94.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.30% | 74.86%-72.6pp | 66.36%-64.1pp | 145.39%-143.1pp |
| Employer contribution / active EE | $939 | $4,652-79.8% | $4,175-77.5% | $4,194-77.6% |
| Participant deferral / active EE | $2,048 | $6,159-66.7% | $5,451-62.4% | $6,396-68.0% |
| Admin fee / account holder | $20,629 | $16,880+22.2% | $14,497+42.3% | $12,562+64.2% |