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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 | $15,705 | $202,345-92.2% | $172,755-90.9% | $152,885-89.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.42% | 1029.77%-1024.4pp | 802.94%-797.5pp | 345.39%-340.0pp |
| Employer contribution / active EE | $1,444 | $5,858-75.4% | $5,144-71.9% | $4,763-69.7% |
| Participant deferral / active EE | $3,636 | $5,948-38.9% | $5,198-30.1% | $5,851-37.9% |
| Admin fee / account holder | $32,922 | $17,111+92.4% | $13,955+135.9% | $11,598+183.9% |