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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 | $15,927 | $150,447-89.4% | $136,298-88.3% | $147,586-89.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.68% | 1049.15%-1041.5pp | 5156.27%-5148.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $3,429 | $5,256-34.8% | $4,696-27.0% | $4,876-29.7% |
| Participant deferral / active EE | $2,896 | $6,631-56.3% | $6,247-53.6% | $5,439-46.8% |
| Admin fee / account holder | $638 | $10,906-94.1% | $9,244-93.1% | $10,886-94.1% |