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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 | $16,791 | $213,785-92.1% | $185,441-90.9% | $155,188-89.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 6.48% | 19.97%-13.5pp | 20.16%-13.7pp | 148.84%-142.4pp |
| Employer contribution / active EE | $6,814 | $5,393+26.3% | $4,672+45.8% | $4,248+60.4% |
| Participant deferral / active EE | $3,787 | $6,864-44.8% | $6,152-38.4% | $6,531-42.0% |
| Admin fee / account holder | $1,986 | $21,134-90.6% | $17,890-88.9% | $14,480-86.3% |