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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 | $8,226 | $172,111-95.2% | $150,298-94.5% | $137,256-94.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.27% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,192 | $4,636-74.3% | $4,154-71.3% | $4,156-71.3% |
| Participant deferral / active EE | $2,082 | $6,166-66.2% | $5,453-61.8% | $6,407-67.5% |
| Admin fee / account holder | $311 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |