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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 | $5,427 | $100,938-94.6% | $90,461-94.0% | $158,982-96.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.77% | 1727.20%-1724.4pp | 1294.76%-1292.0pp | 302.99%-300.2pp |
| Employer contribution / active EE | $2,664 | $3,691-27.8% | $3,264-18.4% | $4,763-44.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,500 | $6,510-77.0% | $5,617-73.3% | $11,252-86.7% |