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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 | $4,072 | $109,905-96.3% | $98,506-95.9% | $167,553-97.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.52% | 1960.20%-1951.7pp | 1494.92%-1486.4pp | 478.89%-470.4pp |
| Employer contribution / active EE | $4,001 | $3,226+24.0% | $2,961+35.1% | $4,840-17.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $512 | $6,760-92.4% | $5,955-91.4% | $12,316-95.8% |