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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 | $23,061 | $180,462-87.2% | $154,111-85.0% | $135,379-83.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.75% | 888.17%-897.9pp | 735.18%-744.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,311 | $6,036-78.3% | $5,298-75.2% | $4,779-72.6% |
| Participant deferral / active EE | $3,856 | $5,806-33.6% | $5,081-24.1% | $5,609-31.2% |
| Admin fee / account holder | $1,499 | $16,145-90.7% | $13,411-88.8% | $10,828-86.2% |