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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 | $5,999 | $176,688-96.6% | $130,660-95.4% | $152,897-96.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.51% | 2693.08%-2692.6pp | 1709.29%-1708.8pp | 345.43%-344.9pp |
| Employer contribution / active EE | $1,880 | $5,743-67.3% | $4,092-54.1% | $4,764-60.5% |
| Participant deferral / active EE | $4,342 | $4,362-0.5% | $3,603+20.5% | $5,851-25.8% |
| Admin fee / account holder | $6,170 | $7,131-13.5% | $5,463+12.9% | $11,599-46.8% |