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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 | $11,129 | $112,121-90.1% | $95,960-88.4% | $158,966-93.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.15% | 171.16%-170.0pp | 91.63%-90.5pp | 302.95%-301.8pp |
| Employer contribution / active EE | $1,885 | $3,199-41.1% | $2,541-25.8% | $4,762-60.4% |
| Participant deferral / active EE | $2,171 | $4,784-54.6% | $4,167-47.9% | $5,983-63.7% |
| Admin fee / account holder | $16,306 | $10,135+60.9% | $6,797+139.9% | $11,250+44.9% |