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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 | $18,912 | $157,296-88.0% | $141,191-86.6% | $152,897-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.59% | 64.34%-56.7pp | 71.41%-63.8pp | 345.43%-337.8pp |
| Employer contribution / active EE | $3,170 | $5,262-39.8% | $4,736-33.1% | $4,764-33.5% |
| Participant deferral / active EE | $6,727 | $7,111-5.4% | $6,710+0.3% | $5,851+15.0% |
| Admin fee / account holder | $518 | $12,125-95.7% | $10,264-95.0% | $11,599-95.5% |