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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 | $20,379 | $210,908-90.3% | $153,643-86.7% | $145,884-86.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.90% | 13.46%-6.6pp | 15.71%-8.8pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,455 | $6,055-59.5% | $5,039-51.3% | $4,662-47.3% |
| Participant deferral / active EE | $4,897 | $7,976-38.6% | $6,754-27.5% | $6,690-26.8% |
| Admin fee / account holder | $21,960 | $19,477+12.7% | $12,739+72.4% | $13,392+64.0% |