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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 | $13,697 | $157,304-91.3% | $141,197-90.3% | $152,909-91.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.23% | 64.34%-50.1pp | 71.41%-57.2pp | 345.46%-331.2pp |
| Employer contribution / active EE | $5,608 | $5,263+6.6% | $4,736+18.4% | $4,764+17.7% |
| Participant deferral / active EE | $14,314 | $7,111+101.3% | $6,710+113.3% | $5,851+144.6% |
| Admin fee / account holder | $27,096 | $12,126+123.5% | $10,265+164.0% | $11,601+133.6% |