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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 | $174,379-95.0% | $152,093-94.2% | $138,895-93.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.00% | 74.86%-72.9pp | 66.36%-64.4pp | 145.39%-143.4pp |
| Employer contribution / active EE | $2,958 | $4,652-36.4% | $4,175-29.1% | $4,194-29.5% |
| Participant deferral / active EE | $4,286 | $6,159-30.4% | $5,451-21.4% | $6,396-33.0% |
| Admin fee / account holder | $908 | $16,880-94.6% | $14,497-93.7% | $12,562-92.8% |