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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 | $22,128 | $202,342-89.1% | $172,753-87.2% | $152,909-85.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.68% | 1029.88%-1023.2pp | 803.00%-796.3pp | 345.46%-338.8pp |
| Employer contribution / active EE | $2,224 | $5,857-62.0% | $5,144-56.8% | $4,764-53.3% |
| Participant deferral / active EE | $5,774 | $5,948-2.9% | $5,198+11.1% | $5,851-1.3% |
| Admin fee / account holder | $779 | $17,112-95.4% | $13,956-94.4% | $11,601-93.3% |