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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 | $223,823-88.6% | $211,142-87.9% | $154,746-83.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.39% | 50.39%-44.0pp | 46.84%-40.4pp | 172.34%-165.9pp |
| Employer contribution / active EE | $5,729 | $6,787-15.6% | $6,442-11.1% | $4,379+30.8% |
| Participant deferral / active EE | $20,550 | $9,750+110.8% | $9,284+121.3% | $6,730+205.3% |
| Admin fee / account holder | $32,280 | $19,707+63.8% | $19,076+69.2% | $14,365+124.7% |