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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 | $11,164 | $112,131-90.0% | $95,964-88.4% | $158,982-93.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 1.63% | 171.19%-169.6pp | 91.64%-90.0pp | 302.99%-301.4pp |
| Employer contribution / active EE | $5,371 | $3,199+67.9% | $2,541+111.3% | $4,763+12.8% |
| Participant deferral / active EE | $5,181 | $4,784+8.3% | $4,167+24.4% | $5,983-13.4% |
| Admin fee / account holder | $36,650 | $10,136+261.6% | $6,797+439.2% | $11,252+225.7% |