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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 | $4,811 | $209,336-97.7% | $197,124-97.6% | $137,256-96.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.08% | 48.09%-38.0pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,200 | $6,591-66.6% | $6,227-64.7% | $4,156-47.1% |
| Participant deferral / active EE | $3,000 | $9,614-68.8% | $9,135-67.2% | $6,407-53.2% |
| Admin fee / account holder | $65,000 | $17,308+275.6% | $16,298+298.8% | $12,270+429.7% |