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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 | $20,080 | $275,752-92.7% | $256,809-92.2% | $198,609-89.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -1.56% | 34.81%-36.4pp | 32.73%-34.3pp | 202.70%-204.3pp |
| Employer contribution / active EE | $3,231 | $7,721-58.2% | $7,263-55.5% | $5,055-36.1% |
| Participant deferral / active EE | $34,750 | $10,037+246.2% | $9,520+265.0% | $6,977+398.1% |
| Admin fee / account holder | $192,230 | $25,716+647.5% | $25,146+664.4% | $19,030+910.1% |