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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 | $14,904 | $118,695-87.4% | $98,916-84.9% | $158,950-90.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -0.40% | 372.39%-372.8pp | 196.45%-196.9pp | 302.91%-303.3pp |
| Employer contribution / active EE | $1,972 | $3,333-40.8% | $2,689-26.7% | $4,762-58.6% |
| Participant deferral / active EE | $6,738 | $5,088+32.4% | $4,245+58.7% | $5,983+12.6% |
| Admin fee / account holder | $16,998 | $10,132+67.8% | $6,642+155.9% | $11,248+51.1% |