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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 | $16,135 | $165,399-90.2% | $149,745-89.2% | $158,982-89.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.80% | 348.34%-341.5pp | 276.72%-269.9pp | 302.99%-296.2pp |
| Employer contribution / active EE | $1,485 | $5,105-70.9% | $4,646-68.0% | $4,763-68.8% |
| Participant deferral / active EE | $3,506 | $7,183-51.2% | $6,843-48.8% | $5,983-41.4% |
| Admin fee / account holder | $1,894 | $10,811-82.5% | $9,312-79.7% | $11,252-83.2% |