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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 | $15,082 | $225,673-93.3% | $203,872-92.6% | $155,188-90.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 4.10% | 95.91%-91.8pp | 85.11%-81.0pp | 148.84%-144.7pp |
| Employer contribution / active EE | $1,194 | $4,099-70.9% | $3,757-68.2% | $4,248-71.9% |
| Participant deferral / active EE | $2,773 | $6,893-59.8% | $6,388-56.6% | $6,531-57.5% |
| Admin fee / account holder | $28,534 | $12,327+131.5% | $11,730+143.2% | $14,480+97.1% |