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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 | $8,859 | $175,257-94.9% | $149,717-94.1% | $139,456-93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.24% | 166.70%-166.5pp | 134.41%-134.2pp | 373.45%-373.2pp |
| Employer contribution / active EE | $1,652 | $5,477-69.8% | $4,820-65.7% | $4,753-65.2% |
| Participant deferral / active EE | $3,012 | $6,521-53.8% | $5,682-47.0% | $6,711-55.1% |
| Admin fee / account holder | $623 | $16,156-96.1% | $13,213-95.3% | $11,407-94.5% |