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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 | $4,118 | $100,203-95.9% | $85,240-95.2% | $145,897-97.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.50% | 84.28%-78.8pp | 66.75%-61.3pp | 552.29%-546.8pp |
| Employer contribution / active EE | $1,289 | $3,242-60.2% | $2,735-52.9% | $4,663-72.4% |
| Participant deferral / active EE | $2,401 | $5,299-54.7% | $4,527-47.0% | $6,689-64.1% |
| Admin fee / account holder | $9,418 | $7,265+29.6% | $6,165+52.8% | $13,390-29.7% |