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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 | $1,633 | $68,097-97.6% | $62,929-97.4% | $137,256-98.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 5.70% | 1859.11%-1853.4pp | 1063.93%-1058.2pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,001 | $2,811-64.4% | $2,505-60.0% | $4,156-75.9% |
| Participant deferral / active EE | $4,594 | $4,553+0.9% | $3,888+18.1% | $6,407-28.3% |
| Admin fee / account holder | $16,661 | $6,521+155.5% | $5,065+229.0% | $12,270+35.8% |