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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 | $20,933 | $105,198-80.1% | $159,455-86.9% | $85,856-75.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.30% | 45.08%-35.8pp | 263.63%-254.3pp | 318.58%-309.3pp |
| Employer contribution / active EE | $2,058 | $3,319-38.0% | $4,830-57.4% | $2,565-19.8% |
| Participant deferral / active EE | $2,764 | $5,946-53.5% | $7,353-62.4% | $3,952-30.1% |
| Admin fee / account holder | $16,206 | $6,934+133.7% | $10,800+50.1% | $6,261+158.9% |