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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 | $16,366 | $202,342-91.9% | $172,752-90.5% | $152,897-89.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.70% | 1029.83%-1025.1pp | 802.97%-798.3pp | 345.43%-340.7pp |
| Employer contribution / active EE | $2,672 | $5,858-54.4% | $5,144-48.1% | $4,764-43.9% |
| Participant deferral / active EE | $4,980 | $5,948-16.3% | $5,198-4.2% | $5,851-14.9% |
| Admin fee / account holder | $1,275 | $17,111-92.6% | $13,955-90.9% | $11,599-89.0% |