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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 | $3,120 | $100,139-96.9% | $85,187-96.3% | $145,884-97.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.46% | 84.15%-79.7pp | 66.67%-62.2pp | 551.85%-547.4pp |
| Employer contribution / active EE | $1,949 | $3,238-39.8% | $2,732-28.7% | $4,662-58.2% |
| Participant deferral / active EE | $15,250 | $5,296+188.0% | $4,525+237.0% | $6,690+128.0% |
| Admin fee / account holder | $182,507 | $7,262+2413.1% | $6,162+2861.9% | $13,392+1262.8% |