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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 | $8,615 | $150,435-94.3% | $120,580-92.9% | $145,897-94.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.05% | 154.60%-147.5pp | 107.48%-100.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,661 | $4,352-38.9% | $3,469-23.3% | $4,663-42.9% |
| Participant deferral / active EE | $3,101 | $6,174-49.8% | $4,995-37.9% | $6,689-53.6% |
| Admin fee / account holder | $2,902 | $12,182-76.2% | $9,418-69.2% | $13,390-78.3% |