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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 | $2,957 | $154,228-98.1% | $145,433-98.0% | $137,256-97.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.19% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,408 | $4,804-70.7% | $4,554-69.1% | $4,156-66.1% |
| Participant deferral / active EE | $2,944 | $8,216-64.2% | $7,897-62.7% | $6,407-54.0% |
| Admin fee / account holder | $12,666 | $14,344-11.7% | $13,129-3.5% | $12,270+3.2% |