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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 | $3,716 | $90,614-95.9% | $76,089-95.1% | $145,877-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.20% | 623.80%-620.6pp | 360.94%-357.7pp | 551.28%-548.1pp |
| Employer contribution / active EE | $1,162 | $3,324-65.1% | $2,690-56.8% | $4,663-75.1% |
| Participant deferral / active EE | $1,371 | $5,168-73.5% | $4,259-67.8% | $6,691-79.5% |
| Admin fee / account holder | $5,040 | $8,376-39.8% | $6,418-21.5% | $13,402-62.4% |