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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 | $19,803 | $202,345-90.2% | $172,755-88.5% | $152,885-87.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.85% | 1029.77%-1023.9pp | 802.94%-797.1pp | 345.39%-339.5pp |
| Employer contribution / active EE | $3,569 | $5,858-39.1% | $5,144-30.6% | $4,763-25.1% |
| Participant deferral / active EE | $3,993 | $5,948-32.9% | $5,198-23.2% | $5,851-31.8% |
| Admin fee / account holder | $128,684 | $17,111+652.1% | $13,955+822.1% | $11,598+1009.5% |