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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 | $25,020 | $198,457-87.4% | $170,435-85.3% | $147,586-83.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.45% | 257.30%-250.9pp | 205.94%-199.5pp | 578.59%-572.1pp |
| Employer contribution / active EE | $1,926 | $6,183-68.8% | $5,432-64.5% | $4,876-60.5% |
| Participant deferral / active EE | $5,667 | $5,629+0.7% | $4,939+14.7% | $5,439+4.2% |
| Admin fee / account holder | $680 | $16,852-96.0% | $13,881-95.1% | $10,886-93.8% |