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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 | $12,656 | $201,344-93.7% | $184,243-93.1% | $145,877-91.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.16% | 29.01%-21.8pp | 28.82%-21.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $4,500 | $7,022-35.9% | $6,427-30.0% | $4,663-3.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,139 | $16,382-44.2% | $13,914-34.3% | $13,402-31.8% |