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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 | $9,862 | $183,627-94.6% | $155,602-93.7% | $145,978-93.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.45% | 61.32%-59.9pp | 64.81%-63.4pp | 550.52%-549.1pp |
| Employer contribution / active EE | $3,536 | $5,316-33.5% | $4,675-24.4% | $4,662-24.1% |
| Participant deferral / active EE | $7,648 | $6,466+18.3% | $5,629+35.9% | $6,690+14.3% |
| Admin fee / account holder | $9,907 | $19,327-48.7% | $15,923-37.8% | $13,400-26.1% |