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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 | $12,568 | $148,558-91.5% | $135,925-90.8% | $139,427-91.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.39% | 79.22%-77.8pp | 68.25%-66.9pp | 373.27%-371.9pp |
| Employer contribution / active EE | $1,602 | $5,244-69.5% | $4,857-67.0% | $4,752-66.3% |
| Participant deferral / active EE | $9,000 | $8,101+11.1% | $7,759+16.0% | $6,711+34.1% |
| Admin fee / account holder | $8,991 | $12,401-27.5% | $10,764-16.5% | $11,404-21.2% |