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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 | $8,300 | $135,956-93.9% | $123,894-93.3% | $273,972-97.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,958 | $5,170-4.1% | $4,617+7.4% | $4,869+1.8% |
| Participant deferral / active EE | $5,450 | $6,343-14.1% | $5,984-8.9% | $5,287+3.1% |
| Admin fee / account holder | $1,246 | $9,817-87.3% | $8,357-85.1% | $10,133-87.7% |