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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 | $15,539 | $63,346-75.5% | $92,240-83.2% | $70,126-77.8% |
| Participation rate | 94.6% | 68.7%+25.9pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 6.04% | 530.19%-524.1pp | 176.29%-170.2pp | 73.15%-67.1pp |
| Employer contribution / active EE | $4,876 | $2,471+97.3% | $3,680+32.5% | $2,343+108.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $910 | $3,841-76.3% | $5,194-82.5% | $4,645-80.4% |