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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 | $18,476 | $106,905-82.7% | $84,020-78.0% | $152,885-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.19% | 105.00%-99.8pp | 71.31%-66.1pp | 345.39%-340.2pp |
| Employer contribution / active EE | $6,421 | $2,735+134.8% | $1,984+223.7% | $4,763+34.8% |
| Participant deferral / active EE | $4,765 | $4,012+18.8% | $3,239+47.1% | $5,851-18.6% |
| Admin fee / account holder | $11,011 | $8,287+32.9% | $6,101+80.5% | $11,598-5.1% |