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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 | $156,398-98.1% | $147,318-98.0% | $138,895-97.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.19% | 78.75%-69.6pp | 70.43%-61.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,408 | $4,853-71.0% | $4,593-69.3% | $4,194-66.4% |
| Participant deferral / active EE | $2,944 | $8,237-64.3% | $7,906-62.8% | $6,396-54.0% |
| Admin fee / account holder | $12,666 | $14,976-15.4% | $13,708-7.6% | $12,562+0.8% |