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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 | $8,313 | $183,592-95.5% | $155,567-94.7% | $145,959-94.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.53% | 61.24%-58.7pp | 64.74%-62.2pp | 561.95%-559.4pp |
| Employer contribution / active EE | $1,551 | $5,315-70.8% | $4,674-66.8% | $4,661-66.7% |
| Participant deferral / active EE | $8,000 | $6,464+23.8% | $5,628+42.2% | $6,689+19.6% |
| Admin fee / account holder | $80,917 | $19,318+318.9% | $15,916+408.4% | $13,398+504.0% |