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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 | $90,530-95.9% | $76,030-95.1% | $145,897-97.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.20% | 625.08%-621.9pp | 361.54%-358.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $1,162 | $3,319-65.0% | $2,688-56.8% | $4,663-75.1% |
| Participant deferral / active EE | $1,371 | $5,164-73.5% | $4,257-67.8% | $6,689-79.5% |
| Admin fee / account holder | $5,040 | $8,383-39.9% | $6,421-21.5% | $13,390-62.4% |