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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 | $10,966 | $111,814-90.2% | $93,654-88.3% | $145,959-92.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.82% | 203.30%-198.5pp | 133.34%-128.5pp | 561.95%-557.1pp |
| Employer contribution / active EE | $4,167 | $3,092+34.8% | $2,421+72.1% | $4,661-10.6% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,341 | $10,246-67.4% | $8,282-59.7% | $13,398-75.1% |