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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 | $11,338 | $166,131-93.2% | $164,975-93.1% | $145,877-92.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.25% | 100.37%-95.1pp | 70.12%-64.9pp | 551.28%-546.0pp |
| Employer contribution / active EE | $2,991 | $5,276-43.3% | $4,343-31.1% | $4,663-35.9% |
| Participant deferral / active EE | $6,135 | $6,962-11.9% | $6,033+1.7% | $6,691-8.3% |
| Admin fee / account holder | $23,433 | $16,648+40.8% | $12,688+84.7% | $13,402+74.8% |