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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 | $13,060 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 98.49%-90.5pp | 419.75%-411.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,489 | $5,289-52.9% | $4,936-49.6% | $4,663-46.6% |
| Participant deferral / active EE | $3,994 | $8,429-52.6% | $8,071-50.5% | $6,691-40.3% |
| Admin fee / account holder | $1,100 | $15,050-92.7% | $13,005-91.5% | $13,402-91.8% |