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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 | $19,490 | $165,399-88.2% | $149,745-87.0% | $158,982-87.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.67% | 348.34%-341.7pp | 276.72%-270.1pp | 302.99%-296.3pp |
| Employer contribution / active EE | $4,000 | $5,105-21.6% | $4,646-13.9% | $4,763-16.0% |
| Participant deferral / active EE | $5,908 | $7,183-17.7% | $6,843-13.7% | $5,983-1.3% |
| Admin fee / account holder | $514 | $10,811-95.2% | $9,312-94.5% | $11,252-95.4% |