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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 | $12,442 | $132,634-90.6% | $115,768-89.3% | $137,256-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 7.14% | 160.70%-153.6pp | 100.46%-93.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,061 | $3,360-38.6% | $2,940-29.9% | $4,156-50.4% |
| Participant deferral / active EE | $4,151 | $5,619-26.1% | $4,917-15.6% | $6,407-35.2% |
| Admin fee / account holder | $22,841 | $15,028+52.0% | $12,439+83.6% | $12,270+86.1% |