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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 | $129,737-89.7% | $119,126-88.7% | $154,746-91.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.62% | 379.08%-372.5pp | 282.11%-275.5pp | 172.34%-165.7pp |
| Employer contribution / active EE | $3,074 | $4,375-29.7% | $4,034-23.8% | $4,379-29.8% |
| Participant deferral / active EE | $3,616 | $5,842-38.1% | $5,318-32.0% | $6,730-46.3% |
| Admin fee / account holder | $557 | $11,961-95.3% | $10,693-94.8% | $14,365-96.1% |