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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 | $1,896 | $174,379-98.9% | $152,093-98.8% | $138,895-98.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -2.71% | 74.86%-77.6pp | 66.36%-69.1pp | 145.39%-148.1pp |
| Employer contribution / active EE | $3,720 | $4,652-20.0% | $4,175-10.9% | $4,194-11.3% |
| Participant deferral / active EE | $9,300 | $6,159+51.0% | $5,451+70.6% | $6,396+45.4% |
| Admin fee / account holder | $29,130 | $16,880+72.6% | $14,497+100.9% | $12,562+131.9% |