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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 | $13,633 | $202,342-93.3% | $172,752-92.1% | $152,897-91.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.78% | 1029.83%-1023.0pp | 802.97%-796.2pp | 345.43%-338.6pp |
| Employer contribution / active EE | $2,291 | $5,858-60.9% | $5,144-55.5% | $4,764-51.9% |
| Participant deferral / active EE | $11,430 | $5,948+92.2% | $5,198+119.9% | $5,851+95.3% |
| Admin fee / account holder | $1,081 | $17,111-93.7% | $13,955-92.3% | $11,599-90.7% |