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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 | $13,414 | $134,817-90.0% | $123,973-89.2% | $155,188-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.62% | 515.49%-508.9pp | 388.13%-381.5pp | 148.84%-142.2pp |
| Employer contribution / active EE | $3,074 | $4,425-30.5% | $4,126-25.5% | $4,248-27.6% |
| Participant deferral / active EE | $3,616 | $5,706-36.6% | $5,247-31.1% | $6,531-44.6% |
| Admin fee / account holder | $557 | $13,245-95.8% | $11,799-95.3% | $14,480-96.2% |