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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 | $12,517 | $157,296-92.0% | $141,191-91.1% | $152,897-91.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.27% | 64.34%-58.1pp | 71.41%-65.1pp | 345.43%-339.2pp |
| Employer contribution / active EE | $3,483 | $5,262-33.8% | $4,736-26.5% | $4,764-26.9% |
| Participant deferral / active EE | $15,088 | $7,111+112.2% | $6,710+124.9% | $5,851+157.9% |
| Admin fee / account holder | $38,067 | $12,125+214.0% | $10,264+270.9% | $11,599+228.2% |