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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 | $12,848 | $107,941-88.1% | $91,994-86.0% | $152,897-91.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 12.02% | 89.28%-77.3pp | 69.04%-57.0pp | 345.43%-333.4pp |
| Employer contribution / active EE | $2,199 | $4,212-47.8% | $3,453-36.3% | $4,764-53.8% |
| Participant deferral / active EE | $2,235 | $6,366-64.9% | $5,924-62.3% | $5,851-61.8% |
| Admin fee / account holder | $6,164 | $10,521-41.4% | $7,744-20.4% | $11,599-46.9% |