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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 | $7,764 | $208,088-96.3% | $186,193-95.8% | $154,746-95.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 0.76% | 89.97%-89.2pp | 78.03%-77.3pp | 172.34%-171.6pp |
| Employer contribution / active EE | $6,890 | $4,340+58.8% | $3,918+75.8% | $4,379+57.3% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $44,000 | $11,698+276.1% | $11,058+297.9% | $14,365+206.3% |