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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 | $9,914 | $176,105-94.4% | $159,474-93.8% | $167,536-94.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.32% | 331.91%-327.6pp | 263.68%-259.4pp | 478.82%-474.5pp |
| Employer contribution / active EE | $2,094 | $5,299-60.5% | $4,831-56.7% | $4,839-56.7% |
| Participant deferral / active EE | $3,781 | $7,751-51.2% | $7,353-48.6% | $6,342-40.4% |
| Admin fee / account holder | $964 | $12,559-92.3% | $10,802-91.1% | $12,315-92.2% |