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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 | $6,729 | $172,111-96.1% | $150,298-95.5% | $137,256-95.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.92% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,857 | $4,636-59.9% | $4,154-55.3% | $4,156-55.3% |
| Participant deferral / active EE | $3,498 | $6,166-43.3% | $5,453-35.8% | $6,407-45.4% |
| Admin fee / account holder | $6,728 | $16,471-59.2% | $14,116-52.3% | $12,270-45.2% |