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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 | $2,086 | $110,801-98.1% | $86,868-97.6% | $167,518-98.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 4.29% | 117.00%-112.7pp | 63.53%-59.2pp | 478.71%-474.4pp |
| Employer contribution / active EE | $687 | $3,245-78.8% | $2,496-72.5% | $4,838-85.8% |
| Participant deferral / active EE | $2,889 | $4,547-36.5% | $3,699-21.9% | $6,342-54.5% |
| Admin fee / account holder | $373 | $8,417-95.6% | $5,829-93.6% | $12,312-97.0% |