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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 | $14,274 | $165,361-91.4% | $149,715-90.5% | $158,950-91.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.02% | 348.24%-344.2pp | 276.66%-272.6pp | 302.91%-298.9pp |
| Employer contribution / active EE | $1,569 | $5,103-69.3% | $4,645-66.2% | $4,762-67.1% |
| Participant deferral / active EE | $3,138 | $7,182-56.3% | $6,842-54.1% | $5,983-47.5% |
| Admin fee / account holder | $18,088 | $10,808+67.4% | $9,310+94.3% | $11,248+60.8% |