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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 | $19,116 | $202,342-90.6% | $172,753-88.9% | $152,909-87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.98% | 1029.88%-1025.9pp | 803.00%-799.0pp | 345.46%-341.5pp |
| Employer contribution / active EE | $1,957 | $5,857-66.6% | $5,144-62.0% | $4,764-58.9% |
| Participant deferral / active EE | $3,189 | $5,948-46.4% | $5,198-38.6% | $5,851-45.5% |
| Admin fee / account holder | $1,154 | $17,112-93.3% | $13,956-91.7% | $11,601-90.1% |