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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 | $20,625 | $209,422-90.2% | $178,503-88.4% | $158,982-87.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.48% | 188.81%-188.3pp | 151.12%-150.6pp | 302.99%-302.5pp |
| Employer contribution / active EE | $2,209 | $5,707-61.3% | $5,011-55.9% | $4,763-53.6% |
| Participant deferral / active EE | $3,062 | $5,955-48.6% | $5,202-41.1% | $5,983-48.8% |
| Admin fee / account holder | $1,365 | $17,079-92.0% | $13,987-90.2% | $11,252-87.9% |