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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 | $12,861 | $165,399-92.2% | $149,745-91.4% | $158,982-91.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.15% | 348.34%-348.5pp | 276.72%-276.9pp | 302.99%-303.1pp |
| Employer contribution / active EE | $1,219 | $5,105-76.1% | $4,646-73.8% | $4,763-74.4% |
| Participant deferral / active EE | $4,811 | $7,183-33.0% | $6,843-29.7% | $5,983-19.6% |
| Admin fee / account holder | $1,997 | $10,811-81.5% | $9,312-78.6% | $11,252-82.3% |