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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 | $25,421 | $104,479-75.7% | $159,474-84.1% | $79,391-68.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 10.41% | 67.98%-57.6pp | 263.68%-253.3pp | 116.88%-106.5pp |
| Employer contribution / active EE | $3,049 | $3,417-10.8% | $4,831-36.9% | $2,428+25.6% |
| Participant deferral / active EE | $3,759 | $6,468-41.9% | $7,353-48.9% | $4,046-7.1% |
| Admin fee / account holder | $3,554 | $711+399.7% | $10,802-67.1% | $627+467.3% |