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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 | $16,842 | $176,105-90.4% | $159,474-89.4% | $167,536-89.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.77% | 331.91%-325.1pp | 263.68%-256.9pp | 478.82%-472.0pp |
| Employer contribution / active EE | $1,967 | $5,299-62.9% | $4,831-59.3% | $4,839-59.3% |
| Participant deferral / active EE | $9,624 | $7,751+24.2% | $7,353+30.9% | $6,342+51.7% |
| Admin fee / account holder | $1,626 | $12,559-87.1% | $10,802-84.9% | $12,315-86.8% |