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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 | $7,614 | $202,342-96.2% | $172,753-95.6% | $152,909-95.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.30% | 1029.88%-1017.6pp | 803.00%-790.7pp | 345.46%-333.2pp |
| Employer contribution / active EE | $1,356 | $5,857-76.9% | $5,144-73.6% | $4,764-71.5% |
| Participant deferral / active EE | $4,287 | $5,948-27.9% | $5,198-17.5% | $5,851-26.7% |
| Admin fee / account holder | $605 | $17,112-96.5% | $13,956-95.7% | $11,601-94.8% |