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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 | $19,954 | $157,304-87.3% | $141,197-85.9% | $152,909-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.07% | 64.34%-51.3pp | 71.41%-58.3pp | 345.46%-332.4pp |
| Employer contribution / active EE | $1,066 | $5,263-79.7% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $3,126 | $7,111-56.0% | $6,710-53.4% | $5,851-46.6% |
| Admin fee / account holder | $1,288 | $12,126-89.4% | $10,265-87.5% | $11,601-88.9% |