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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 | $6,056 | $165,361-96.3% | $149,715-96.0% | $158,950-96.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.78% | 348.24%-344.5pp | 276.66%-272.9pp | 302.91%-299.1pp |
| Employer contribution / active EE | $1,755 | $5,103-65.6% | $4,645-62.2% | $4,762-63.2% |
| Participant deferral / active EE | $2,854 | $7,182-60.3% | $6,842-58.3% | $5,983-52.3% |
| Admin fee / account holder | $10,686 | $10,808-1.1% | $9,310+14.8% | $11,248-5.0% |