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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 | $21,991 | $198,457-88.9% | $170,435-87.1% | $147,586-85.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.16% | 257.30%-250.1pp | 205.94%-198.8pp | 578.59%-571.4pp |
| Employer contribution / active EE | $1,669 | $6,183-73.0% | $5,432-69.3% | $4,876-65.8% |
| Participant deferral / active EE | $2,250 | $5,629-60.0% | $4,939-54.4% | $5,439-58.6% |
| Admin fee / account holder | $818 | $16,852-95.1% | $13,881-94.1% | $10,886-92.5% |