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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 | $29,067 | $209,422-86.1% | $178,503-83.7% | $158,982-81.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.77% | 188.81%-184.0pp | 151.12%-146.3pp | 302.99%-298.2pp |
| Employer contribution / active EE | $2,607 | $5,707-54.3% | $5,011-48.0% | $4,763-45.3% |
| Participant deferral / active EE | $3,792 | $5,955-36.3% | $5,202-27.1% | $5,983-36.6% |
| Admin fee / account holder | $344 | $17,079-98.0% | $13,987-97.5% | $11,252-96.9% |