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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 | $12,741 | $105,856-88.0% | $90,161-85.9% | $147,586-91.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.31% | 37.63%-33.3pp | 34.89%-30.6pp | 578.59%-574.3pp |
| Employer contribution / active EE | $2,173 | $4,126-47.3% | $3,318-34.5% | $4,876-55.4% |
| Participant deferral / active EE | $2,173 | $5,733-62.1% | $5,287-58.9% | $5,439-60.0% |
| Admin fee / account holder | $11,399 | $8,046+41.7% | $5,943+91.8% | $10,886+4.7% |