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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 | $10,455 | $154,228-93.2% | $145,433-92.8% | $137,256-92.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.63% | 74.59%-67.0pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,778 | $4,804-63.0% | $4,554-61.0% | $4,156-57.2% |
| Participant deferral / active EE | $2,476 | $8,216-69.9% | $7,897-68.6% | $6,407-61.4% |
| Admin fee / account holder | $31,665 | $14,344+120.8% | $13,129+141.2% | $12,270+158.1% |