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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 | $4,092 | $150,412-97.3% | $120,574-96.6% | $145,884-97.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.34% | 154.50%-151.2pp | 107.42%-104.1pp | 551.85%-548.5pp |
| Employer contribution / active EE | $978 | $4,355-77.6% | $3,471-71.8% | $4,662-79.0% |
| Participant deferral / active EE | $2,404 | $6,175-61.1% | $4,996-51.9% | $6,690-64.1% |
| Admin fee / account holder | $7,590 | $12,224-37.9% | $9,445-19.6% | $13,392-43.3% |