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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 | $10,639 | $198,457-94.6% | $170,435-93.8% | $147,586-92.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.90% | 257.30%-256.4pp | 205.94%-205.0pp | 578.59%-577.7pp |
| Employer contribution / active EE | $4,953 | $6,183-19.9% | $5,432-8.8% | $4,876+1.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $638 | $16,852-96.2% | $13,881-95.4% | $10,886-94.1% |