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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 | $9,564 | $166,020-94.2% | $164,866-94.2% | $145,959-93.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.41% | 100.08%-91.7pp | 69.97%-61.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $3,336 | $5,275-36.8% | $4,343-23.2% | $4,661-28.4% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $687 | $16,644-95.9% | $12,689-94.6% | $13,398-94.9% |