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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 | $3,836 | $185,312-97.9% | $161,489-97.6% | $154,746-97.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.94% | 103.84%-97.9pp | 89.72%-83.8pp | 172.34%-166.4pp |
| Employer contribution / active EE | $2,639 | $4,769-44.7% | $4,268-38.2% | $4,379-39.7% |
| Participant deferral / active EE | $4,678 | $6,350-26.3% | $5,630-16.9% | $6,730-30.5% |
| Admin fee / account holder | $114,482 | $18,654+513.7% | $16,006+615.3% | $14,365+696.9% |