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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 | $32,642 | $198,462-83.6% | $170,439-80.8% | $147,585-77.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.25% | 257.30%-252.1pp | 205.94%-200.7pp | 578.58%-573.3pp |
| Employer contribution / active EE | $1,689 | $6,184-72.7% | $5,433-68.9% | $4,876-65.4% |
| Participant deferral / active EE | $2,713 | $5,629-51.8% | $4,939-45.1% | $5,439-50.1% |
| Admin fee / account holder | $3,303 | $16,852-80.4% | $13,881-76.2% | $10,886-69.7% |