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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 | $14,127 | $155,555-90.9% | $146,866-90.4% | $155,188-90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.76% | 115.41%-106.7pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $4,360 | $4,647-6.2% | $4,425-1.5% | $4,248+2.6% |
| Participant deferral / active EE | $5,450 | $8,044-32.2% | $7,759-29.8% | $6,531-16.6% |
| Admin fee / account holder | $13,228 | $14,755-10.4% | $13,620-2.9% | $14,480-8.6% |