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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 | $111,787-90.4% | $93,681-88.5% | $145,978-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.69% | 203.52%-196.8pp | 133.47%-126.8pp | 550.52%-543.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,261 | $4,918+27.3% | $4,415+41.8% | $6,690-6.4% |
| Admin fee / account holder | $14,143 | $10,256+37.9% | $8,290+70.6% | $13,400+5.5% |