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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 | $11,439 | $183,516-93.8% | $155,534-92.6% | $145,884-92.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.27% | 61.43%-57.2pp | 64.92%-60.6pp | 551.85%-547.6pp |
| Employer contribution / active EE | $2,185 | $5,315-58.9% | $4,675-53.3% | $4,662-53.1% |
| Participant deferral / active EE | $5,261 | $6,467-18.6% | $5,630-6.6% | $6,690-21.4% |
| Admin fee / account holder | $739 | $19,293-96.2% | $15,900-95.4% | $13,392-94.5% |