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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 | $8,609 | $118,869-92.8% | $96,575-91.1% | $167,518-94.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 4.62% | 50.49%-45.9pp | 37.79%-33.2pp | 478.71%-474.1pp |
| Employer contribution / active EE | $1,190 | $3,120-61.8% | $2,357-49.5% | $4,838-75.4% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $423 | $8,067-94.8% | $6,182-93.2% | $12,312-96.6% |