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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 | $3,070 | $154,228-98.0% | $145,433-97.9% | $137,256-97.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.37% | 74.59%-71.2pp | 66.58%-63.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $1,440 | $4,804-70.0% | $4,554-68.4% | $4,156-65.4% |
| Participant deferral / active EE | $3,600 | $8,216-56.2% | $7,897-54.4% | $6,407-43.8% |
| Admin fee / account holder | $24,112 | $14,344+68.1% | $13,129+83.7% | $12,270+96.5% |