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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 | $7,923 | $157,276-95.0% | $141,177-94.4% | $152,885-94.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.37% | 64.33%-52.0pp | 71.40%-59.0pp | 345.39%-333.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,591 | $7,110-7.3% | $6,710-1.8% | $5,851+12.7% |
| Admin fee / account holder | $24,075 | $12,123+98.6% | $10,263+134.6% | $11,598+107.6% |