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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 | $4,038 | $99,011-95.9% | $86,582-95.3% | $147,586-97.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.81% | 1312.75%-1306.9pp | 965.08%-959.3pp | 578.59%-572.8pp |
| Employer contribution / active EE | $2,805 | $3,132-10.5% | $2,839-1.2% | $4,876-42.5% |
| Participant deferral / active EE | $2,817 | $3,972-29.1% | $3,609-21.9% | $5,439-48.2% |
| Admin fee / account holder | $16,394 | $5,709+187.2% | $4,904+234.3% | $10,886+50.6% |