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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 | $13,089 | $175,259-92.5% | $149,723-91.3% | $139,487-90.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.22% | 166.82%-157.6pp | 134.50%-125.3pp | 373.84%-364.6pp |
| Employer contribution / active EE | $2,058 | $5,478-62.4% | $4,821-57.3% | $4,755-56.7% |
| Participant deferral / active EE | $6,346 | $6,522-2.7% | $5,682+11.7% | $6,713-5.5% |
| Admin fee / account holder | $60,672 | $16,158+275.5% | $13,215+359.1% | $11,407+431.9% |