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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 | $19,792 | $226,105-91.2% | $182,540-89.2% | $152,897-87.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.04% | 192.58%-192.5pp | 148.58%-148.5pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,862 | $4,978-42.5% | $4,076-29.8% | $4,764-39.9% |
| Participant deferral / active EE | $3,613 | $6,370-43.3% | $5,525-34.6% | $5,851-38.3% |
| Admin fee / account holder | $10,207 | $10,706-4.7% | $8,593+18.8% | $11,599-12.0% |