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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 | $14,627 | $154,228-90.5% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.26% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,182 | $4,804-33.8% | $4,554-30.1% | $4,156-23.4% |
| Participant deferral / active EE | $7,772 | $8,216-5.4% | $7,897-1.6% | $6,407+21.3% |
| Admin fee / account holder | $30,899 | $14,344+115.4% | $13,129+135.3% | $12,270+151.8% |