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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 | $2,493 | $185,225-98.7% | $142,898-98.3% | $167,536-98.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 4.64% | 8558.12%-8553.5pp | 5639.64%-5635.0pp | 478.82%-474.2pp |
| Employer contribution / active EE | $787 | $5,607-86.0% | $4,146-81.0% | $4,839-83.7% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $587 | $8,032-92.7% | $6,560-91.1% | $12,315-95.2% |