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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 | $14,059 | $156,398-91.0% | $147,318-90.5% | $138,895-89.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.40% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,394 | $4,853-71.3% | $4,593-69.7% | $4,194-66.8% |
| Participant deferral / active EE | $2,541 | $8,237-69.2% | $7,906-67.9% | $6,396-60.3% |
| Admin fee / account holder | $19,662 | $14,976+31.3% | $13,708+43.4% | $12,562+56.5% |