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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 | $12,782 | $227,633-94.4% | $189,597-93.3% | $167,553-92.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.08% | 78.45%-74.4pp | 64.20%-60.1pp | 478.89%-474.8pp |
| Employer contribution / active EE | $2,279 | $5,317-57.1% | $4,412-48.4% | $4,840-52.9% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $546 | $11,879-95.4% | $9,807-94.4% | $12,316-95.6% |