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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 | $13,767 | $183,627-92.5% | $155,602-91.2% | $145,978-90.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.74% | 61.32%-55.6pp | 64.81%-59.1pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,250 | $5,316-76.5% | $4,675-73.3% | $4,662-73.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $527 | $19,327-97.3% | $15,923-96.7% | $13,400-96.1% |