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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 | $6,991 | $105,210-93.4% | $159,487-95.6% | $85,851-91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.54% | 45.08%-36.5pp | 263.71%-255.2pp | 318.63%-310.1pp |
| Employer contribution / active EE | $1,579 | $3,319-52.4% | $4,831-67.3% | $2,565-38.5% |
| Participant deferral / active EE | $3,659 | $5,946-38.5% | $7,354-50.2% | $3,952-7.4% |
| Admin fee / account holder | $327 | $6,934-95.3% | $10,804-97.0% | $6,261-94.8% |