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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 | $16,111 | $162,136-90.1% | $152,301-89.4% | $154,746-89.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 3.80% | 91.02%-87.2pp | 80.50%-76.7pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,807 | $4,890-63.1% | $4,624-60.9% | $4,379-58.7% |
| Participant deferral / active EE | $7,405 | $8,341-11.2% | $8,004-7.5% | $6,730+10.0% |
| Admin fee / account holder | $175,091 | $15,759+1011.0% | $14,398+1116.1% | $14,365+1118.8% |