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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 | $42,156 | $275,752-84.7% | $256,809-83.6% | $198,609-78.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 1.55% | 34.81%-33.3pp | 32.73%-31.2pp | 202.70%-201.1pp |
| Employer contribution / active EE | $15,000 | $7,721+94.3% | $7,263+106.5% | $5,055+196.7% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $125,921 | $25,716+389.7% | $25,146+400.8% | $19,030+561.7% |