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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 | $7,533 | $134,817-94.4% | $123,973-93.9% | $155,188-95.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 3.23% | 515.49%-512.3pp | 388.13%-384.9pp | 148.84%-145.6pp |
| Employer contribution / active EE | $3,401 | $4,425-23.1% | $4,126-17.6% | $4,248-19.9% |
| Participant deferral / active EE | $8,363 | $5,706+46.6% | $5,247+59.4% | $6,531+28.0% |
| Admin fee / account holder | $12,500 | $13,245-5.6% | $11,799+5.9% | $14,480-13.7% |