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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 | $23,098 | $197,603-88.3% | $177,827-87.0% | $158,950-85.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.43% | 58.76%-53.3pp | 48.32%-42.9pp | 302.91%-297.5pp |
| Employer contribution / active EE | $5,064 | $6,698-24.4% | $5,918-14.4% | $4,762+6.3% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $80,575 | $15,402+423.1% | $12,429+548.3% | $11,248+616.3% |