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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 | $9,520 | $201,370-95.3% | $184,256-94.8% | $145,897-93.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.98% | 29.05%-23.1pp | 28.85%-22.9pp | 552.29%-546.3pp |
| Employer contribution / active EE | $3,733 | $7,024-46.9% | $6,427-41.9% | $4,663-19.9% |
| Participant deferral / active EE | $3,733 | $9,808-61.9% | $9,133-59.1% | $6,689-44.2% |
| Admin fee / account holder | $29,810 | $16,364+82.2% | $13,899+114.5% | $13,390+122.6% |