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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 | $12,715 | $185,312-93.1% | $161,489-92.1% | $154,746-91.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.13% | 103.84%-99.7pp | 89.72%-85.6pp | 172.34%-168.2pp |
| Employer contribution / active EE | $2,042 | $4,769-57.2% | $4,268-52.2% | $4,379-53.4% |
| Participant deferral / active EE | $10,490 | $6,350+65.2% | $5,630+86.3% | $6,730+55.9% |
| Admin fee / account holder | $54,121 | $18,654+190.1% | $16,006+238.1% | $14,365+276.8% |