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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 | $10,949 | $201,259-94.6% | $184,200-94.1% | $145,959-92.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.69% | 28.98%-24.3pp | 28.80%-24.1pp | 561.95%-557.3pp |
| Employer contribution / active EE | $1,491 | $7,018-78.8% | $6,424-76.8% | $4,661-68.0% |
| Participant deferral / active EE | $3,248 | $9,806-66.9% | $9,132-64.4% | $6,689-51.4% |
| Admin fee / account holder | $604 | $16,372-96.3% | $13,907-95.7% | $13,398-95.5% |