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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 | $5,354 | $99,011-94.6% | $86,582-93.8% | $147,586-96.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.77% | 1312.75%-1307.0pp | 965.08%-959.3pp | 578.59%-572.8pp |
| Employer contribution / active EE | $524 | $3,132-83.3% | $2,839-81.6% | $4,876-89.3% |
| Participant deferral / active EE | $741 | $3,972-81.4% | $3,609-79.5% | $5,439-86.4% |
| Admin fee / account holder | $343 | $5,709-94.0% | $4,904-93.0% | $10,886-96.8% |