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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 | $11,246 | $150,412-92.5% | $120,574-90.7% | $145,884-92.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.65% | 154.50%-149.9pp | 107.42%-102.8pp | 551.85%-547.2pp |
| Employer contribution / active EE | $2,023 | $4,355-53.6% | $3,471-41.7% | $4,662-56.6% |
| Participant deferral / active EE | $5,362 | $6,175-13.2% | $4,996+7.3% | $6,690-19.8% |
| Admin fee / account holder | $469 | $12,224-96.2% | $9,445-95.0% | $13,392-96.5% |