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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 | $14,892 | $209,428-92.9% | $178,498-91.7% | $158,950-90.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.16% | 188.78%-184.6pp | 151.09%-146.9pp | 302.91%-298.7pp |
| Employer contribution / active EE | $3,395 | $5,707-40.5% | $5,011-32.3% | $4,762-28.7% |
| Participant deferral / active EE | $2,576 | $5,955-56.7% | $5,202-50.5% | $5,983-56.9% |
| Admin fee / account holder | $4,345 | $17,077-74.6% | $13,985-68.9% | $11,248-61.4% |