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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 | $17,125 | $176,105-90.3% | $159,474-89.3% | $167,536-89.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.81% | 331.91%-327.1pp | 263.68%-258.9pp | 478.82%-474.0pp |
| Employer contribution / active EE | $2,927 | $5,299-44.8% | $4,831-39.4% | $4,839-39.5% |
| Participant deferral / active EE | $6,715 | $7,751-13.4% | $7,353-8.7% | $6,342+5.9% |
| Admin fee / account holder | $3,866 | $12,559-69.2% | $10,802-64.2% | $12,315-68.6% |