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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 | $2,829 | $180,749-98.4% | $160,784-98.2% | $137,256-97.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.22% | 2234.46%-2225.2pp | 1803.92%-1794.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,493 | $4,155-64.1% | $3,733-60.0% | $4,156-64.1% |
| Participant deferral / active EE | $2,403 | $6,844-64.9% | $6,293-61.8% | $6,407-62.5% |
| Admin fee / account holder | $5,641 | $10,397-45.7% | $9,717-41.9% | $12,270-54.0% |