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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 | $28,011 | $202,342-86.2% | $172,752-83.8% | $152,897-81.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.83% | 1029.83%-1025.0pp | 802.97%-798.1pp | 345.43%-340.6pp |
| Employer contribution / active EE | $1,747 | $5,858-70.2% | $5,144-66.0% | $4,764-63.3% |
| Participant deferral / active EE | $3,522 | $5,948-40.8% | $5,198-32.2% | $5,851-39.8% |
| Admin fee / account holder | $1,295 | $17,111-92.4% | $13,955-90.7% | $11,599-88.8% |