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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 | $11,239 | $108,897-89.7% | $100,378-88.8% | $145,877-92.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.19% | 58.17%-55.0pp | 49.41%-46.2pp | 551.28%-548.1pp |
| Employer contribution / active EE | $1,294 | $4,420-70.7% | $3,942-67.2% | $4,663-72.2% |
| Participant deferral / active EE | $2,401 | $8,455-71.6% | $8,087-70.3% | $6,691-64.1% |
| Admin fee / account holder | $10,546 | $9,690+8.8% | $7,899+33.5% | $13,402-21.3% |