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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 | $10,383 | $73,546-85.9% | $63,018-83.5% | $147,586-93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.29% | 175.56%-169.3pp | 87.62%-81.3pp | 578.59%-572.3pp |
| Employer contribution / active EE | $3,352 | $3,324+0.8% | $2,761+21.4% | $4,876-31.3% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $342 | $5,956-94.3% | $3,601-90.5% | $10,886-96.9% |