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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 | $13,695 | $106,008-87.1% | $92,240-85.2% | $147,586-90.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.07% | 50.05%-50.0pp | 176.29%-176.2pp | 578.59%-578.5pp |
| Employer contribution / active EE | $3,333 | $4,333-23.1% | $3,680-9.4% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,362 | $6,333-31.1% | $5,194-16.0% | $10,886-59.9% |