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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 | $14,519 | $209,336-93.1% | $197,124-92.6% | $137,256-89.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.76% | 48.09%-47.3pp | 44.34%-43.6pp | 220.34%-219.6pp |
| Employer contribution / active EE | $2,588 | $6,591-60.7% | $6,227-58.4% | $4,156-37.7% |
| Participant deferral / active EE | $3,754 | $9,614-61.0% | $9,135-58.9% | $6,407-41.4% |
| Admin fee / account holder | $67,170 | $17,308+288.1% | $16,298+312.1% | $12,270+447.4% |