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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 | $2,176 | $96,678-97.7% | $86,640-97.5% | $139,466-98.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.53% | 106.69%-100.2pp | 592.52%-586.0pp | 373.66%-367.1pp |
| Employer contribution / active EE | $897 | $3,265-72.5% | $3,024-70.3% | $4,754-81.1% |
| Participant deferral / active EE | $1,763 | $4,837-63.5% | $4,438-60.3% | $6,712-73.7% |
| Admin fee / account holder | $1,559 | $6,410-75.7% | $5,616-72.2% | $11,409-86.3% |