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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 | $15,348 | $93,346-83.6% | $71,796-78.6% | $273,972-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -1.27% | 130.39%-131.7pp | 78.04%-79.3pp | 41.46%-42.7pp |
| Employer contribution / active EE | $1,910 | $2,733-30.1% | $1,924-0.7% | $4,869-60.8% |
| Participant deferral / active EE | $3,902 | $3,475+12.3% | $2,794+39.7% | $5,287-26.2% |
| Admin fee / account holder | $21,286 | $6,571+224.0% | $4,815+342.1% | $10,133+110.1% |