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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 | $223,823-93.5% | $211,142-93.1% | $154,746-90.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 0.76% | 50.39%-49.6pp | 46.84%-46.1pp | 172.34%-171.6pp |
| Employer contribution / active EE | $2,588 | $6,787-61.9% | $6,442-59.8% | $4,379-40.9% |
| Participant deferral / active EE | $3,754 | $9,750-61.5% | $9,284-59.6% | $6,730-44.2% |
| Admin fee / account holder | $67,170 | $19,707+240.8% | $19,076+252.1% | $14,365+367.6% |