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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 | $7,029 | $196,972-96.4% | $182,262-96.1% | $198,609-96.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.62% | 158.27%-153.7pp | 140.60%-136.0pp | 202.70%-198.1pp |
| Employer contribution / active EE | $1,814 | $5,364-66.2% | $5,046-64.1% | $5,055-64.1% |
| Participant deferral / active EE | $4,029 | $8,643-53.4% | $8,276-51.3% | $6,977-42.3% |
| Admin fee / account holder | $19,596 | $18,429+6.3% | $16,712+17.3% | $19,030+3.0% |