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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 | $18,958 | $209,422-90.9% | $178,503-89.4% | $158,982-88.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.67% | 188.81%-185.1pp | 151.12%-147.4pp | 302.99%-299.3pp |
| Employer contribution / active EE | $2,040 | $5,707-64.2% | $5,011-59.3% | $4,763-57.2% |
| Participant deferral / active EE | $2,889 | $5,955-51.5% | $5,202-44.5% | $5,983-51.7% |
| Admin fee / account holder | $352 | $17,079-97.9% | $13,987-97.5% | $11,252-96.9% |