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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 | $14,236 | $155,840-90.9% | $124,694-88.6% | $167,553-91.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 2.58% | 17.98%-15.4pp | 5144.82%-5142.2pp | 478.89%-476.3pp |
| Employer contribution / active EE | $4,116 | $4,165-1.2% | $3,325+23.8% | $4,840-15.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,306 | $9,536-86.3% | $7,495-82.6% | $12,316-89.4% |