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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 | $16,583 | $202,342-91.8% | $172,752-90.4% | $152,897-89.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.76% | 1029.83%-1024.1pp | 802.97%-797.2pp | 345.43%-339.7pp |
| Employer contribution / active EE | $4,295 | $5,858-26.7% | $5,144-16.5% | $4,764-9.8% |
| Participant deferral / active EE | $4,036 | $5,948-32.1% | $5,198-22.4% | $5,851-31.0% |
| Admin fee / account holder | $1,101 | $17,111-93.6% | $13,955-92.1% | $11,599-90.5% |