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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 | $11,189 | $129,737-91.4% | $119,126-90.6% | $154,746-92.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.08% | 379.08%-373.0pp | 282.11%-276.0pp | 172.34%-166.3pp |
| Employer contribution / active EE | $4,215 | $4,375-3.7% | $4,034+4.5% | $4,379-3.8% |
| Participant deferral / active EE | $8,762 | $5,842+50.0% | $5,318+64.8% | $6,730+30.2% |
| Admin fee / account holder | $30,327 | $11,961+153.6% | $10,693+183.6% | $14,365+111.1% |