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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 | $6,296 | $73,421-91.4% | $66,439-90.5% | $155,188-95.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 6.31% | 1382.37%-1376.1pp | 757.66%-751.4pp | 148.84%-142.5pp |
| Employer contribution / active EE | $2,936 | $3,039-3.4% | $2,637+11.3% | $4,248-30.9% |
| Participant deferral / active EE | $3,254 | $4,680-30.5% | $3,876-16.1% | $6,531-50.2% |
| Admin fee / account holder | $7,230 | $8,856-18.4% | $6,173+17.1% | $14,480-50.1% |