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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 | $8,706 | $183,516-95.3% | $155,534-94.4% | $145,884-94.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.32% | 61.43%-56.1pp | 64.92%-59.6pp | 551.85%-546.5pp |
| Employer contribution / active EE | $1,734 | $5,315-67.4% | $4,675-62.9% | $4,662-62.8% |
| Participant deferral / active EE | $4,895 | $6,467-24.3% | $5,630-13.1% | $6,690-26.8% |
| Admin fee / account holder | $1,847 | $19,293-90.4% | $15,900-88.4% | $13,392-86.2% |