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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 | $21,877 | $102,393-78.6% | $147,041-85.1% | $80,911-73.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.28% | 134.95%-125.7pp | 419.21%-409.9pp | 35.63%-26.4pp |
| Employer contribution / active EE | $2,888 | $3,715-22.3% | $4,935-41.5% | $2,756+4.8% |
| Participant deferral / active EE | $3,381 | $6,647-49.1% | $8,071-58.1% | $4,297-21.3% |
| Admin fee / account holder | $4,291 | $7,943-46.0% | $13,006-67.0% | $6,935-38.1% |