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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 | $162,136-91.0% | $152,301-90.4% | $154,746-90.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.26% | 91.02%-81.8pp | 80.50%-71.2pp | 172.34%-163.1pp |
| Employer contribution / active EE | $3,182 | $4,890-34.9% | $4,624-31.2% | $4,379-27.3% |
| Participant deferral / active EE | $7,772 | $8,341-6.8% | $8,004-2.9% | $6,730+15.5% |
| Admin fee / account holder | $30,899 | $15,759+96.1% | $14,398+114.6% | $14,365+115.1% |