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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 | $6,158 | $157,276-96.1% | $141,177-95.6% | $152,885-96.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -4.12% | 64.33%-68.5pp | 71.40%-75.5pp | 345.39%-349.5pp |
| Employer contribution / active EE | $1,359 | $5,262-74.2% | $4,736-71.3% | $4,763-71.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,707 | $12,123-85.9% | $10,263-83.4% | $11,598-85.3% |