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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 | $1,616 | $88,815-98.2% | $81,882-98.0% | $145,897-98.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.68% | 1033.75%-1028.1pp | 779.47%-773.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $365 | $3,086-88.2% | $2,916-87.5% | $4,663-92.2% |
| Participant deferral / active EE | $698 | $4,647-85.0% | $4,323-83.9% | $6,689-89.6% |
| Admin fee / account holder | $1,528 | $8,434-81.9% | $7,360-79.2% | $13,390-88.6% |