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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 | $22,029 | $81,208-72.9% | $98,920-77.7% | $79,852-72.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.16% | 60.99%-50.8pp | 196.47%-186.3pp | 31.72%-21.6pp |
| Employer contribution / active EE | $2,137 | $1,960+9.1% | $2,689-20.5% | $2,471-13.5% |
| Participant deferral / active EE | $1,737 | $3,265-46.8% | $4,245-59.1% | $3,740-53.6% |
| Admin fee / account holder | $1,913 | $6,013-68.2% | $6,643-71.2% | $5,306-64.0% |