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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 | $3,957 | $99,995-96.0% | $85,063-95.3% | $145,978-97.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.67% | 83.99%-77.3pp | 66.54%-59.9pp | 550.52%-543.8pp |
| Employer contribution / active EE | $4,685 | $3,231+45.0% | $2,727+71.8% | $4,662+0.5% |
| Participant deferral / active EE | $5,606 | $5,295+5.9% | $4,523+24.0% | $6,690-16.2% |
| Admin fee / account holder | $19,468 | $7,255+168.3% | $6,155+216.3% | $13,400+45.3% |