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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 | $27,387 | $202,342-86.5% | $172,753-84.1% | $152,909-82.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.73% | 1029.88%-1027.1pp | 803.00%-800.3pp | 345.46%-342.7pp |
| Employer contribution / active EE | $6,951 | $5,857+18.7% | $5,144+35.1% | $4,764+45.9% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $871 | $17,112-94.9% | $13,956-93.8% | $11,601-92.5% |