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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 | $13,848 | $150,435-90.8% | $120,580-88.5% | $145,897-90.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 3.19% | 154.60%-151.4pp | 107.48%-104.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $1,665 | $4,352-61.8% | $3,469-52.0% | $4,663-64.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,123 | $12,182-82.6% | $9,418-77.5% | $13,390-84.1% |