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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 | $16,941 | $209,425-91.9% | $178,499-90.5% | $158,966-89.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.68% | 188.80%-183.1pp | 151.10%-145.4pp | 302.95%-297.3pp |
| Employer contribution / active EE | $1,613 | $5,707-71.7% | $5,011-67.8% | $4,762-66.1% |
| Participant deferral / active EE | $2,436 | $5,955-59.1% | $5,202-53.2% | $5,983-59.3% |
| Admin fee / account holder | $561 | $17,078-96.7% | $13,986-96.0% | $11,250-95.0% |