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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 | $22,982 | $209,336-89.0% | $197,124-88.3% | $137,256-83.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -1.58% | 48.09%-49.7pp | 44.34%-45.9pp | 220.34%-221.9pp |
| Employer contribution / active EE | $8,213 | $6,591+24.6% | $6,227+31.9% | $4,156+97.6% |
| Participant deferral / active EE | $9,587 | $9,614-0.3% | $9,135+4.9% | $6,407+49.6% |
| Admin fee / account holder | $379,959 | $17,308+2095.3% | $16,298+2231.3% | $12,270+2996.6% |