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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 | $25,602 | $227,291-88.7% | $214,702-88.1% | $155,188-83.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 6.39% | 60.08%-53.7pp | 54.55%-48.2pp | 148.84%-142.4pp |
| Employer contribution / active EE | $5,729 | $6,772-15.4% | $6,461-11.3% | $4,248+34.9% |
| Participant deferral / active EE | $20,550 | $9,582+114.5% | $9,147+124.7% | $6,531+214.6% |
| Admin fee / account holder | $32,280 | $20,413+58.1% | $19,830+62.8% | $14,480+122.9% |