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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 | $2,090 | $172,111-98.8% | $150,298-98.6% | $137,256-98.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.62% | 69.37%-64.7pp | 62.79%-58.2pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,314 | $4,636-71.7% | $4,154-68.4% | $4,156-68.4% |
| Participant deferral / active EE | $1,679 | $6,166-72.8% | $5,453-69.2% | $6,407-73.8% |
| Admin fee / account holder | $21,182 | $16,471+28.6% | $14,116+50.1% | $12,270+72.6% |