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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 | $42,170 | $137,414-69.3% | $189,537-77.8% | $85,847-50.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.74% | 38.14%-29.4pp | 555.34%-546.6pp | 318.61%-309.9pp |
| Employer contribution / active EE | $2,314 | $4,344-46.7% | $6,161-62.4% | $2,565-9.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,095 | $8,630-64.1% | $12,048-74.3% | $6,261-50.6% |