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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 | $19,173 | $166,242-88.5% | $165,071-88.4% | $145,884-86.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.02% | 100.44%-95.4pp | 70.17%-65.2pp | 551.85%-546.8pp |
| Employer contribution / active EE | $2,237 | $5,283-57.7% | $4,347-48.5% | $4,662-52.0% |
| Participant deferral / active EE | $3,115 | $6,964-55.3% | $6,035-48.4% | $6,690-53.4% |
| Admin fee / account holder | $5,083 | $16,658-69.5% | $12,695-60.0% | $13,392-62.0% |