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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 | $5,994 | $102,595-94.2% | $94,057-93.6% | $154,746-96.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 0.11% | 583.42%-583.3pp | 480.62%-480.5pp | 172.34%-172.2pp |
| Employer contribution / active EE | $1,825 | $3,147-42.0% | $2,933-37.8% | $4,379-58.3% |
| Participant deferral / active EE | $2,400 | $5,118-53.1% | $4,709-49.0% | $6,730-64.3% |
| Admin fee / account holder | $680 | $7,736-91.2% | $7,244-90.6% | $14,365-95.3% |