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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 | $4,638 | $157,304-97.1% | $141,197-96.7% | $152,909-97.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.28% | 64.34%-59.1pp | 71.41%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $1,282 | $5,263-75.6% | $4,736-72.9% | $4,764-73.1% |
| Participant deferral / active EE | $2,900 | $7,111-59.2% | $6,710-56.8% | $5,851-50.4% |
| Admin fee / account holder | $12,166 | $12,126+0.3% | $10,265+18.5% | $11,601+4.9% |