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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 | $23,386 | $102,393-77.2% | $147,041-84.1% | $80,911-71.1% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 1.12% | 134.95%-133.8pp | 419.21%-418.1pp | 35.63%-34.5pp |
| Employer contribution / active EE | $12,864 | $3,715+246.2% | $4,935+160.7% | $2,756+366.8% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,785 | $7,943-14.6% | $13,006-47.8% | $6,935-2.2% |