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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 | $8,761 | $181,062-95.2% | $158,223-94.5% | $155,188-94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 2.00% | 57.39%-55.4pp | 52.09%-50.1pp | 148.84%-146.8pp |
| Employer contribution / active EE | $2,958 | $4,565-35.2% | $4,109-28.0% | $4,248-30.4% |
| Participant deferral / active EE | $4,286 | $6,134-30.1% | $5,467-21.6% | $6,531-34.4% |
| Admin fee / account holder | $908 | $18,825-95.2% | $16,047-94.3% | $14,480-93.7% |