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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 | $10,824 | $209,336-94.8% | $197,124-94.5% | $137,256-92.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 1.31% | 48.09%-46.8pp | 44.34%-43.0pp | 220.34%-219.0pp |
| Employer contribution / active EE | $2,237 | $6,591-66.1% | $6,227-64.1% | $4,156-46.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,223 | $17,308-58.3% | $16,298-55.7% | $12,270-41.1% |