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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 | $14,697 | $197,637-92.6% | $177,848-91.7% | $158,982-90.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.28% | 58.77%-54.5pp | 48.33%-44.1pp | 302.99%-298.7pp |
| Employer contribution / active EE | $2,257 | $6,698-66.3% | $5,919-61.9% | $4,763-52.6% |
| Participant deferral / active EE | $7,413 | $8,405-11.8% | $7,714-3.9% | $5,983+23.9% |
| Admin fee / account holder | $39,687 | $15,406+157.6% | $12,431+219.3% | $11,252+252.7% |