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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 | $9,642 | $172,111-94.4% | $150,298-93.6% | $137,256-93.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.43% | 69.37%-58.9pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,888 | $4,636-37.7% | $4,154-30.5% | $4,156-30.5% |
| Participant deferral / active EE | $3,728 | $6,166-39.5% | $5,453-31.6% | $6,407-41.8% |
| Admin fee / account holder | $20,256 | $16,471+23.0% | $14,116+43.5% | $12,270+65.1% |