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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 | $16,913 | $63,346-73.3% | $92,240-81.7% | $70,126-75.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.79% | 530.19%-518.4pp | 176.29%-164.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $873 | $2,471-64.7% | $3,680-76.3% | $2,343-62.7% |
| Participant deferral / active EE | $1,490 | $2,854-47.8% | $3,897-61.8% | $3,332-55.3% |
| Admin fee / account holder | $1,846 | $3,841-51.9% | $5,194-64.5% | $4,645-60.3% |