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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 | $15,948 | $176,077-90.9% | $159,455-90.0% | $167,518-90.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.15% | 331.83%-322.7pp | 263.63%-254.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $2,232 | $5,298-57.9% | $4,830-53.8% | $4,838-53.9% |
| Participant deferral / active EE | $2,604 | $7,751-66.4% | $7,353-64.6% | $6,342-58.9% |
| Admin fee / account holder | $1,022 | $12,556-91.9% | $10,800-90.5% | $12,312-91.7% |