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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 | $14,028 | $106,001-86.8% | $92,235-84.8% | $147,585-90.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.22% | 50.05%-49.8pp | 176.28%-176.1pp | 578.56%-578.3pp |
| Employer contribution / active EE | $1,612 | $4,333-62.8% | $3,679-56.2% | $4,876-66.9% |
| Participant deferral / active EE | $3,977 | $4,478-11.2% | $3,897+2.0% | $5,439-26.9% |
| Admin fee / account holder | $347 | $6,332-94.5% | $5,194-93.3% | $10,885-96.8% |