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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 | $7,159 | $165,399-95.7% | $149,745-95.2% | $158,982-95.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.16% | 348.34%-343.2pp | 276.72%-271.6pp | 302.99%-297.8pp |
| Employer contribution / active EE | $1,810 | $5,105-64.5% | $4,646-61.0% | $4,763-62.0% |
| Participant deferral / active EE | $5,228 | $7,183-27.2% | $6,843-23.6% | $5,983-12.6% |
| Admin fee / account holder | $725 | $10,811-93.3% | $9,312-92.2% | $11,252-93.6% |