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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 | $9,710 | $111,785-91.3% | $93,669-89.6% | $145,877-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.64% | 203.79%-200.1pp | 133.59%-130.0pp | 551.28%-547.6pp |
| Employer contribution / active EE | $1,861 | $3,096-39.9% | $2,424-23.2% | $4,663-60.1% |
| Participant deferral / active EE | $3,865 | $4,919-21.4% | $4,416-12.5% | $6,691-42.2% |
| Admin fee / account holder | $5,787 | $10,256-43.6% | $8,291-30.2% | $13,402-56.8% |