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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 | $18,968 | $104,251-81.8% | $91,004-79.2% | $147,586-87.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.47% | 27.06%-24.6pp | 4.60%-2.1pp | 578.59%-576.1pp |
| Employer contribution / active EE | $3,425 | $3,116+9.9% | $2,456+39.5% | $4,876-29.8% |
| Participant deferral / active EE | $6,633 | $4,195+58.1% | $3,548+87.0% | $5,439+22.0% |
| Admin fee / account holder | $572 | $8,948-93.6% | $5,417-89.4% | $10,886-94.7% |