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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 | $10,761 | $111,785-90.4% | $93,669-88.5% | $145,877-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.69% | 203.79%-197.1pp | 133.59%-126.9pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,261 | $4,919+27.3% | $4,416+41.8% | $6,691-6.4% |
| Admin fee / account holder | $14,143 | $10,256+37.9% | $8,291+70.6% | $13,402+5.5% |