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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 | $11,660 | $183,592-93.6% | $155,567-92.5% | $145,959-92.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.02% | 61.24%-54.2pp | 64.74%-57.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,788 | $5,315-66.4% | $4,674-61.8% | $4,661-61.6% |
| Participant deferral / active EE | $2,672 | $6,464-58.7% | $5,628-52.5% | $6,689-60.0% |
| Admin fee / account holder | $2,504 | $19,318-87.0% | $15,916-84.3% | $13,398-81.3% |