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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 | $8,749 | $106,008-91.7% | $92,240-90.5% | $147,586-94.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.90% | 50.05%-46.1pp | 176.29%-172.4pp | 578.59%-574.7pp |
| Employer contribution / active EE | $1,686 | $4,333-61.1% | $3,680-54.2% | $4,876-65.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $440 | $6,333-93.1% | $5,194-91.5% | $10,886-96.0% |