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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 | $13,174 | $202,342-93.5% | $172,752-92.4% | $152,897-91.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.95% | 1029.83%-1027.9pp | 802.97%-801.0pp | 345.43%-343.5pp |
| Employer contribution / active EE | $3,200 | $5,858-45.4% | $5,144-37.8% | $4,764-32.8% |
| Participant deferral / active EE | $3,309 | $5,948-44.4% | $5,198-36.3% | $5,851-43.4% |
| Admin fee / account holder | $2,863 | $17,111-83.3% | $13,955-79.5% | $11,599-75.3% |