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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 | $5,925 | $58,275-89.8% | $81,844-92.8% | $80,935-92.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.41% | 41.82%-31.4pp | 778.87%-768.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $722 | $2,346-69.2% | $2,916-75.2% | $2,757-73.8% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,013 | $4,749-78.7% | $7,355-86.2% | $6,924-85.4% |