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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 | $4,987 | $109,872-95.5% | $98,483-94.9% | $167,536-97.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.85% | 1959.31%-1953.5pp | 1494.38%-1488.5pp | 478.82%-473.0pp |
| Employer contribution / active EE | $1,137 | $3,225-64.7% | $2,961-61.6% | $4,839-76.5% |
| Participant deferral / active EE | $1,242 | $4,673-73.4% | $4,276-71.0% | $6,342-80.4% |
| Admin fee / account holder | $356 | $6,757-94.7% | $5,953-94.0% | $12,315-97.1% |