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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 | $17,455 | $166,268-89.5% | $165,100-89.4% | $145,897-88.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.46% | 100.52%-97.1pp | 70.21%-66.7pp | 552.29%-548.8pp |
| Employer contribution / active EE | $5,181 | $5,284-1.9% | $4,348+19.2% | $4,663+11.1% |
| Participant deferral / active EE | $4,250 | $6,964-39.0% | $6,035-29.6% | $6,689-36.5% |
| Admin fee / account holder | $1,305 | $16,659-92.2% | $12,696-89.7% | $13,390-90.3% |