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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 | $12,474 | $202,342-93.8% | $172,752-92.8% | $152,897-91.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.10% | 1029.83%-1028.7pp | 802.97%-801.9pp | 345.43%-344.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,859 | $5,948-35.1% | $5,198-25.8% | $5,851-34.1% |
| Admin fee / account holder | $3,023 | $17,111-82.3% | $13,955-78.3% | $11,599-73.9% |