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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 | $5,342 | $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 | 8.38% | 1312.75%-1304.4pp | 965.08%-956.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,007 | $3,132-67.9% | $2,839-64.5% | $4,876-79.3% |
| Participant deferral / active EE | $951 | $3,972-76.0% | $3,609-73.6% | $5,439-82.5% |
| Admin fee / account holder | $322 | $5,709-94.4% | $4,904-93.4% | $10,886-97.0% |