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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 | $19,057 | $63,346-69.9% | $92,240-79.3% | $70,126-72.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.61% | 530.19%-519.6pp | 176.29%-165.7pp | 73.15%-62.5pp |
| Employer contribution / active EE | $7,304 | $2,471+195.6% | $3,680+98.5% | $2,343+211.8% |
| Participant deferral / active EE | $1,890 | $2,854-33.8% | $3,897-51.5% | $3,332-43.3% |
| Admin fee / account holder | $1,947 | $3,841-49.3% | $5,194-62.5% | $4,645-58.1% |