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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 | $14,058 | $183,539-92.3% | $155,556-91.0% | $145,897-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.37% | 61.31%-54.9pp | 64.84%-58.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,576 | $5,315-70.4% | $4,675-66.3% | $4,663-66.2% |
| Participant deferral / active EE | $4,140 | $6,467-36.0% | $5,631-26.5% | $6,689-38.1% |
| Admin fee / account holder | $15,695 | $19,275-18.6% | $15,885-1.2% | $13,390+17.2% |