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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 | $21,069 | $157,296-86.6% | $141,191-85.1% | $152,897-86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.13% | 64.34%-55.2pp | 71.41%-62.3pp | 345.43%-336.3pp |
| Employer contribution / active EE | $5,016 | $5,262-4.7% | $4,736+5.9% | $4,764+5.3% |
| Participant deferral / active EE | $5,000 | $7,111-29.7% | $6,710-25.5% | $5,851-14.5% |
| Admin fee / account holder | $2,373 | $12,125-80.4% | $10,264-76.9% | $11,599-79.5% |