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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 | $5,029 | $157,296-96.8% | $141,191-96.4% | $152,897-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.08% | 64.34%-51.3pp | 71.41%-58.3pp | 345.43%-332.4pp |
| Employer contribution / active EE | $6,214 | $5,262+18.1% | $4,736+31.2% | $4,764+30.4% |
| Participant deferral / active EE | $8,004 | $7,111+12.6% | $6,710+19.3% | $5,851+36.8% |
| Admin fee / account holder | $9,356 | $12,125-22.8% | $10,264-8.9% | $11,599-19.3% |