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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 | $13,375 | $175,231-92.4% | $149,696-91.1% | $139,466-90.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.40% | 166.77%-161.4pp | 134.46%-129.1pp | 373.66%-368.3pp |
| Employer contribution / active EE | $1,208 | $5,478-77.9% | $4,821-74.9% | $4,754-74.6% |
| Participant deferral / active EE | $7,750 | $6,521+18.8% | $5,682+36.4% | $6,712+15.5% |
| Admin fee / account holder | $86,056 | $16,155+432.7% | $13,212+551.3% | $11,409+654.3% |