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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 | $183,627-95.5% | $155,602-94.7% | $145,978-94.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.53% | 61.32%-58.8pp | 64.81%-62.3pp | 550.52%-548.0pp |
| Employer contribution / active EE | $1,551 | $5,316-70.8% | $4,675-66.8% | $4,662-66.7% |
| Participant deferral / active EE | $8,000 | $6,466+23.7% | $5,629+42.1% | $6,690+19.6% |
| Admin fee / account holder | $80,917 | $19,327+318.7% | $15,923+408.2% | $13,400+503.8% |