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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 | $10,099 | $185,905-94.6% | $170,057-94.1% | $139,487-92.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.90% | 60.56%-49.7pp | 53.42%-42.5pp | 373.84%-362.9pp |
| Employer contribution / active EE | $3,530 | $7,597-53.5% | $6,790-48.0% | $4,755-25.8% |
| Participant deferral / active EE | $3,315 | $11,627-71.5% | $10,411-68.2% | $6,713-50.6% |
| Admin fee / account holder | $13,335 | $15,397-13.4% | $12,826+4.0% | $11,407+16.9% |