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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 | $7,185 | $275,752-97.4% | $256,809-97.2% | $198,609-96.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 2.06% | 34.81%-32.8pp | 32.73%-30.7pp | 202.70%-200.6pp |
| Employer contribution / active EE | $7,100 | $7,721-8.0% | $7,263-2.2% | $5,055+40.4% |
| Participant deferral / active EE | $25,245 | $10,037+151.5% | $9,520+165.2% | $6,977+261.8% |
| Admin fee / account holder | $41,659 | $25,716+62.0% | $25,146+65.7% | $19,030+118.9% |