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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 | $11,115 | $211,224-94.7% | $178,505-93.8% | $145,897-92.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.52% | 30.28%-28.8pp | 27.16%-25.6pp | 552.29%-550.8pp |
| Employer contribution / active EE | $981 | $4,577-78.6% | $3,955-75.2% | $4,663-79.0% |
| Participant deferral / active EE | $1,601 | $6,966-77.0% | $6,280-74.5% | $6,689-76.1% |
| Admin fee / account holder | $19,000 | $12,109+56.9% | $10,428+82.2% | $13,390+41.9% |