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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 | $15,755 | $175,257-91.0% | $149,717-89.5% | $139,456-88.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.16% | 166.70%-156.5pp | 134.41%-124.2pp | 373.45%-363.3pp |
| Employer contribution / active EE | $3,585 | $5,477-34.5% | $4,820-25.6% | $4,753-24.6% |
| Participant deferral / active EE | $5,231 | $6,521-19.8% | $5,682-7.9% | $6,711-22.1% |
| Admin fee / account holder | $12,280 | $16,156-24.0% | $13,213-7.1% | $11,407+7.7% |