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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 | $11,764 | $93,345-87.4% | $119,126-90.1% | $87,485-86.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 4.64% | 19.08%-14.4pp | 282.11%-277.5pp | 26.06%-21.4pp |
| Employer contribution / active EE | $2,505 | $3,172-21.0% | $4,034-37.9% | $2,596-3.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,847 | $8,039-64.6% | $10,693-73.4% | $7,775-63.4% |