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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 | $11,128 | $150,412-92.6% | $120,574-90.8% | $145,884-92.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 1.28% | 154.50%-153.2pp | 107.42%-106.1pp | 551.85%-550.6pp |
| Employer contribution / active EE | $1,552 | $4,355-64.4% | $3,471-55.3% | $4,662-66.7% |
| Participant deferral / active EE | $5,500 | $6,175-10.9% | $4,996+10.1% | $6,690-17.8% |
| Admin fee / account holder | $663 | $12,224-94.6% | $9,445-93.0% | $13,392-95.1% |