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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 | $9,063 | $201,372-95.5% | $184,260-95.1% | $145,884-93.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.52% | 29.04%-27.5pp | 28.84%-27.3pp | 551.85%-550.3pp |
| Employer contribution / active EE | $4,500 | $7,024-35.9% | $6,427-30.0% | $4,662-3.5% |
| Participant deferral / active EE | $7,467 | $9,808-23.9% | $9,133-18.2% | $6,690+11.6% |
| Admin fee / account holder | $82,305 | $16,362+403.0% | $13,898+492.2% | $13,392+514.6% |