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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 | $1,787 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 3.86% | 605.68%-601.8pp | 439.23%-435.4pp | 220.34%-216.5pp |
| Employer contribution / active EE | $651 | $4,350-85.0% | $3,475-81.3% | $4,156-84.3% |
| Participant deferral / active EE | $732 | $4,655-84.3% | $3,999-81.7% | $6,407-88.6% |
| Admin fee / account holder | $1,710 | $6,348-73.1% | $5,696-70.0% | $12,270-86.1% |