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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 | $11,986 | $99,031-87.9% | $86,597-86.2% | $147,585-91.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.52% | 1312.56%-1304.0pp | 964.96%-956.4pp | 578.57%-570.1pp |
| Employer contribution / active EE | $2,076 | $3,132-33.7% | $2,840-26.9% | $4,876-57.4% |
| Participant deferral / active EE | $1,057 | $3,972-73.4% | $3,609-70.7% | $5,439-80.6% |
| Admin fee / account holder | $1,106 | $5,711-80.6% | $4,906-77.5% | $10,885-89.8% |