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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 | $11,774 | $185,312-93.6% | $161,489-92.7% | $154,746-92.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.77% | 103.84%-96.1pp | 89.72%-82.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $8,048 | $4,769+68.8% | $4,268+88.6% | $4,379+83.8% |
| Participant deferral / active EE | $5,079 | $6,350-20.0% | $5,630-9.8% | $6,730-24.5% |
| Admin fee / account holder | $27,368 | $18,654+46.7% | $16,006+71.0% | $14,365+90.5% |