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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 | $8,052 | $211,105-96.2% | $178,449-95.5% | $145,978-94.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.79% | 30.19%-26.4pp | 27.09%-23.3pp | 550.52%-546.7pp |
| Employer contribution / active EE | $4,080 | $4,569-10.7% | $3,951+3.3% | $4,662-12.5% |
| Participant deferral / active EE | $5,544 | $6,959-20.3% | $6,277-11.7% | $6,690-17.1% |
| Admin fee / account holder | $878 | $12,017-92.7% | $10,362-91.5% | $13,400-93.4% |