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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 | $7,886 | $110,801-92.9% | $86,615-90.9% | $167,536-95.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 5.19% | 116.96%-111.8pp | 63.51%-58.3pp | 478.82%-473.6pp |
| Employer contribution / active EE | $3,544 | $3,245+9.2% | $2,496+42.0% | $4,839-26.8% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $405 | $8,417-95.2% | $5,830-93.1% | $12,315-96.7% |