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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 | $5,999 | $182,442-96.7% | $163,379-96.3% | $138,895-95.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 7.66% | 72.74%-65.1pp | 63.41%-55.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,116 | $4,159-73.2% | $3,752-70.3% | $4,194-73.4% |
| Participant deferral / active EE | $1,805 | $6,817-73.5% | $6,282-71.3% | $6,396-71.8% |
| Admin fee / account holder | $2,820 | $10,396-72.9% | $9,818-71.3% | $12,562-77.6% |