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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 | $150,412-94.3% | $120,574-92.9% | $145,884-94.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.05% | 154.50%-147.4pp | 107.42%-100.4pp | 551.85%-544.8pp |
| Employer contribution / active EE | $2,661 | $4,355-38.9% | $3,471-23.3% | $4,662-42.9% |
| Participant deferral / active EE | $3,101 | $6,175-49.8% | $4,996-37.9% | $6,690-53.7% |
| Admin fee / account holder | $2,902 | $12,224-76.3% | $9,445-69.3% | $13,392-78.3% |