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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 | $6,141 | $154,228-96.0% | $145,433-95.8% | $137,256-95.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -0.91% | 74.59%-75.5pp | 66.58%-67.5pp | 220.34%-221.2pp |
| Employer contribution / active EE | $2,878 | $4,804-40.1% | $4,554-36.8% | $4,156-30.8% |
| Participant deferral / active EE | $2,878 | $8,216-65.0% | $7,897-63.6% | $6,407-55.1% |
| Admin fee / account holder | $31,601 | $14,344+120.3% | $13,129+140.7% | $12,270+157.5% |