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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 | $20,080 | $209,336-90.4% | $197,124-89.8% | $137,256-85.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -1.56% | 48.09%-49.6pp | 44.34%-45.9pp | 220.34%-221.9pp |
| Employer contribution / active EE | $3,231 | $6,591-51.0% | $6,227-48.1% | $4,156-22.3% |
| Participant deferral / active EE | $34,750 | $9,614+261.4% | $9,135+280.4% | $6,407+442.4% |
| Admin fee / account holder | $192,230 | $17,308+1010.7% | $16,298+1079.5% | $12,270+1466.6% |