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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 | $4,637 | $172,111-97.3% | $150,298-96.9% | $137,256-96.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1.33% | 69.37%-68.0pp | 62.79%-61.5pp | 220.34%-219.0pp |
| Employer contribution / active EE | $1,844 | $4,636-60.2% | $4,154-55.6% | $4,156-55.6% |
| Participant deferral / active EE | $1,692 | $6,166-72.6% | $5,453-69.0% | $6,407-73.6% |
| Admin fee / account holder | $100,748 | $16,471+511.7% | $14,116+613.7% | $12,270+721.1% |