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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 | $11,028 | $115,796-90.5% | $101,264-89.1% | $158,950-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.22% | 56.15%-51.9pp | 46.48%-42.3pp | 302.91%-298.7pp |
| Employer contribution / active EE | $2,191 | $4,175-47.5% | $3,660-40.1% | $4,762-54.0% |
| Participant deferral / active EE | $1,445 | $4,958-70.8% | $4,370-66.9% | $5,983-75.8% |
| Admin fee / account holder | $3,782 | $7,247-47.8% | $5,947-36.4% | $11,248-66.4% |