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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 | $27,243 | $217,432-87.5% | $185,849-85.3% | $167,536-83.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -4.76% | 148.42%-153.2pp | 122.10%-126.9pp | 478.82%-483.6pp |
| Employer contribution / active EE | $3,501 | $5,875-40.4% | $5,169-32.3% | $4,839-27.6% |
| Participant deferral / active EE | $5,720 | $6,357-10.0% | $5,569+2.7% | $6,342-9.8% |
| Admin fee / account holder | $487 | $19,818-97.5% | $16,244-97.0% | $12,315-96.0% |