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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 | $8,844 | $171,867-94.9% | $149,721-94.1% | $147,586-94.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.99% | 2113.36%-2106.4pp | 1501.67%-1494.7pp | 578.59%-571.6pp |
| Employer contribution / active EE | $2,901 | $6,275-53.8% | $5,444-46.7% | $4,876-40.5% |
| Participant deferral / active EE | $5,625 | $7,270-22.6% | $6,568-14.4% | $5,439+3.4% |
| Admin fee / account holder | $2,681 | $13,799-80.6% | $11,282-76.2% | $10,886-75.4% |