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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 | $19,778 | $176,120-88.8% | $159,487-87.6% | $167,553-88.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 7.27% | 331.95%-324.7pp | 263.71%-256.4pp | 478.89%-471.6pp |
| Employer contribution / active EE | $4,748 | $5,299-10.4% | $4,831-1.7% | $4,840-1.9% |
| Participant deferral / active EE | $11,252 | $7,752+45.2% | $7,354+53.0% | $6,343+77.4% |
| Admin fee / account holder | $182,918 | $12,561+1356.2% | $10,804+1593.1% | $12,316+1385.2% |