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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 | $99,921-95.9% | $85,009-95.2% | $145,959-97.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.50% | 83.89%-78.4pp | 66.47%-61.0pp | 561.95%-556.4pp |
| Employer contribution / active EE | $1,289 | $3,233-60.1% | $2,728-52.8% | $4,661-72.3% |
| Participant deferral / active EE | $2,401 | $5,293-54.6% | $4,522-46.9% | $6,689-64.1% |
| Admin fee / account holder | $9,418 | $7,252+29.9% | $6,153+53.1% | $13,398-29.7% |