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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 | $18,097 | $165,399-89.1% | $149,745-87.9% | $158,982-88.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.44% | 348.34%-347.9pp | 276.72%-276.3pp | 302.99%-302.5pp |
| Employer contribution / active EE | $1,706 | $5,105-66.6% | $4,646-63.3% | $4,763-64.2% |
| Participant deferral / active EE | $5,255 | $7,183-26.8% | $6,843-23.2% | $5,983-12.2% |
| Admin fee / account holder | $603 | $10,811-94.4% | $9,312-93.5% | $11,252-94.6% |