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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 | $12,335 | $211,288-94.2% | $178,540-93.1% | $145,884-91.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.33% | 30.27%-24.9pp | 27.15%-21.8pp | 551.85%-546.5pp |
| Employer contribution / active EE | $2,129 | $4,574-53.5% | $3,953-46.1% | $4,662-54.3% |
| Participant deferral / active EE | $6,668 | $6,967-4.3% | $6,281+6.2% | $6,690-0.3% |
| Admin fee / account holder | $386 | $12,105-96.8% | $10,424-96.3% | $13,392-97.1% |