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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 | $3,475 | $106,008-96.7% | $92,240-96.2% | $147,586-97.6% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 3.82% | 50.05%-46.2pp | 176.29%-172.5pp | 578.59%-574.8pp |
| Employer contribution / active EE | $1,344 | $4,333-69.0% | $3,680-63.5% | $4,876-72.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,864 | $6,333-23.2% | $5,194-6.3% | $10,886-55.3% |