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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 | $3,571 | $226,090-98.4% | $182,531-98.0% | $152,885-97.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 6.77% | 192.57%-185.8pp | 148.57%-141.8pp | 345.39%-338.6pp |
| Employer contribution / active EE | $2,000 | $4,978-59.8% | $4,075-50.9% | $4,763-58.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,246 | $10,705-88.4% | $8,593-85.5% | $11,598-89.3% |