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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 | $7,533 | $129,737-94.2% | $119,126-93.7% | $154,746-95.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 3.23% | 379.08%-375.8pp | 282.11%-278.9pp | 172.34%-169.1pp |
| Employer contribution / active EE | $3,401 | $4,375-22.3% | $4,034-15.7% | $4,379-22.3% |
| Participant deferral / active EE | $8,363 | $5,842+43.2% | $5,318+57.3% | $6,730+24.3% |
| Admin fee / account holder | $12,500 | $11,961+4.5% | $10,693+16.9% | $14,365-13.0% |