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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 | $30,035 | $223,823-86.6% | $211,142-85.8% | $154,746-80.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.79% | 50.39%-45.6pp | 46.84%-42.0pp | 172.34%-167.5pp |
| Employer contribution / active EE | $2,194 | $6,787-67.7% | $6,442-66.0% | $4,379-49.9% |
| Participant deferral / active EE | $4,839 | $9,750-50.4% | $9,284-47.9% | $6,730-28.1% |
| Admin fee / account holder | $42,427 | $19,707+115.3% | $19,076+122.4% | $14,365+195.3% |