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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 | $10,717 | $94,752-88.7% | $112,887-90.5% | $139,427-92.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.15% | 40.88%-34.7pp | 34.10%-27.9pp | 373.27%-367.1pp |
| Employer contribution / active EE | $2,500 | $4,625-45.9% | $4,563-45.2% | $4,752-47.4% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,912 | $8,527-77.6% | $7,047-72.9% | $11,404-83.2% |