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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 | $7,319 | $105,158-93.0% | $94,672-92.3% | $139,487-94.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 6.95% | 38.11%-31.2pp | 156.89%-149.9pp | 373.84%-366.9pp |
| Employer contribution / active EE | $2,009 | $4,107-51.1% | $3,673-45.3% | $4,755-57.7% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,064 | $8,972-88.1% | $7,222-85.3% | $11,407-90.7% |