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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 | $12,534 | $142,426-91.2% | $115,167-89.1% | $152,909-91.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 2.35% | 41.48%-39.1pp | 35.60%-33.3pp | 345.46%-343.1pp |
| Employer contribution / active EE | $4,092 | $4,011+2.0% | $3,179+28.7% | $4,764-14.1% |
| Participant deferral / active EE | $1,574 | $5,165-69.5% | $4,169-62.2% | $5,851-73.1% |
| Admin fee / account holder | $8,302 | $8,464-1.9% | $7,089+17.1% | $11,601-28.4% |