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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 | $21,495 | $157,296-86.3% | $141,191-84.8% | $152,897-85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.03% | 64.34%-50.3pp | 71.41%-57.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $1,698 | $5,262-67.7% | $4,736-64.1% | $4,764-64.4% |
| Participant deferral / active EE | $3,800 | $7,111-46.6% | $6,710-43.4% | $5,851-35.1% |
| Admin fee / account holder | $986 | $12,125-91.9% | $10,264-90.4% | $11,599-91.5% |