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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 | $8,733 | $180,749-95.2% | $160,784-94.6% | $137,256-93.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.95% | 2234.46%-2225.5pp | 1803.92%-1795.0pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,814 | $4,155-56.3% | $3,733-51.4% | $4,156-56.3% |
| Participant deferral / active EE | $2,746 | $6,844-59.9% | $6,293-56.4% | $6,407-57.1% |
| Admin fee / account holder | $3,755 | $10,397-63.9% | $9,717-61.4% | $12,270-69.4% |