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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 | $4,040 | $160,040-97.5% | $147,096-97.3% | $145,877-97.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.43% | 98.49%-93.1pp | 419.75%-414.3pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,104 | $5,289-79.1% | $4,936-77.6% | $4,663-76.3% |
| Participant deferral / active EE | $3,560 | $8,429-57.8% | $8,071-55.9% | $6,691-46.8% |
| Admin fee / account holder | $1,674 | $15,050-88.9% | $13,005-87.1% | $13,402-87.5% |