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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 | $14,851 | $178,174-91.7% | $156,181-90.5% | $137,256-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 1.89% | 84.19%-82.3pp | 64.87%-63.0pp | 220.34%-218.5pp |
| Employer contribution / active EE | $2,803 | $4,972-43.6% | $4,294-34.7% | $4,156-32.6% |
| Participant deferral / active EE | $5,143 | $6,888-25.3% | $6,132-16.1% | $6,407-19.7% |
| Admin fee / account holder | $90,334 | $17,404+419.0% | $14,586+519.3% | $12,270+636.2% |