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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 | $9,657 | $106,008-90.9% | $92,240-89.5% | $147,586-93.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.26% | 50.05%-43.8pp | 176.29%-170.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $1,210 | $4,333-72.1% | $3,680-67.1% | $4,876-75.2% |
| Participant deferral / active EE | $3,872 | $4,478-13.5% | $3,897-0.7% | $5,439-28.8% |
| Admin fee / account holder | $23,829 | $6,333+276.3% | $5,194+358.8% | $10,886+118.9% |