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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 | $13,015 | $155,555-91.6% | $146,866-91.1% | $155,188-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.40% | 115.41%-111.0pp | 102.85%-98.5pp | 148.84%-144.4pp |
| Employer contribution / active EE | $5,893 | $4,647+26.8% | $4,425+33.2% | $4,248+38.7% |
| Participant deferral / active EE | $20,263 | $8,044+151.9% | $7,759+161.1% | $6,531+210.2% |
| Admin fee / account holder | $371,733 | $14,755+2419.3% | $13,620+2629.3% | $14,480+2467.3% |