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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 | $2,906 | $157,304-98.2% | $141,197-97.9% | $152,909-98.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.30% | 64.34%-52.0pp | 71.41%-59.1pp | 345.46%-333.2pp |
| Employer contribution / active EE | $1,844 | $5,263-65.0% | $4,736-61.1% | $4,764-61.3% |
| Participant deferral / active EE | $18,631 | $7,111+162.0% | $6,710+177.7% | $5,851+218.4% |
| Admin fee / account holder | $24,617 | $12,126+103.0% | $10,265+139.8% | $11,601+112.2% |