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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 | $12,058 | $166,131-92.7% | $164,975-92.7% | $145,877-91.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.06% | 100.37%-93.3pp | 70.12%-63.1pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,957 | $5,276-62.9% | $4,343-54.9% | $4,663-58.0% |
| Participant deferral / active EE | $3,429 | $6,962-50.7% | $6,033-43.2% | $6,691-48.8% |
| Admin fee / account holder | $4,212 | $16,648-74.7% | $12,688-66.8% | $13,402-68.6% |