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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 | $3,358 | $102,595-96.7% | $94,057-96.4% | $154,746-97.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.53% | 583.42%-575.9pp | 480.62%-473.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $2,308 | $3,147-26.7% | $2,933-21.3% | $4,379-47.3% |
| Participant deferral / active EE | $4,277 | $5,118-16.4% | $4,709-9.2% | $6,730-36.5% |
| Admin fee / account holder | $8,945 | $7,736+15.6% | $7,244+23.5% | $14,365-37.7% |