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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 | $2,600 | $72,446-96.4% | $67,561-96.2% | $145,877-98.2% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 8.25% | 7211.98%-7203.7pp | 3525.44%-3517.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,000 | $4,785-79.1% | $4,003-75.0% | $6,691-85.1% |
| Admin fee / account holder | $2,269 | $5,541-59.1% | $4,006-43.4% | $13,402-83.1% |