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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 | $10,323 | $99,079-89.6% | $78,002-86.8% | $273,972-96.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.59% | 217.93%-217.3pp | 425.99%-425.4pp | 41.46%-40.9pp |
| Employer contribution / active EE | $5,549 | $3,308+67.8% | $2,470+124.6% | $4,869+14.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $307 | $8,954-96.6% | $5,481-94.4% | $10,133-97.0% |