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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 | $4,299 | $99,031-95.7% | $86,597-95.0% | $147,585-97.1% |
| Participation rate | 90.5% | 76.3%+14.1pp | 73.5%+16.9pp | 82.8%+7.6pp |
| Annual return | 4.43% | 1312.56%-1308.1pp | 964.96%-960.5pp | 578.57%-574.1pp |
| Employer contribution / active EE | $591 | $3,132-81.1% | $2,840-79.2% | $4,876-87.9% |
| Participant deferral / active EE | $963 | $3,972-75.8% | $3,609-73.3% | $5,439-82.3% |
| Admin fee / account holder | $409 | $5,711-92.8% | $4,906-91.7% | $10,885-96.2% |