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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 | $13,670 | $211,224-93.5% | $178,505-92.3% | $145,897-90.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.77% | 30.28%-24.5pp | 27.16%-21.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,450 | $4,577-68.3% | $3,955-63.4% | $4,663-68.9% |
| Participant deferral / active EE | $2,981 | $6,966-57.2% | $6,280-52.5% | $6,689-55.4% |
| Admin fee / account holder | $301 | $12,109-97.5% | $10,428-97.1% | $13,390-97.8% |