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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 | $13,594 | $176,120-92.3% | $159,487-91.5% | $167,553-91.9% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 7.89% | 331.95%-324.1pp | 263.71%-255.8pp | 478.89%-471.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,944 | $7,752-62.0% | $7,354-60.0% | $6,343-53.6% |
| Admin fee / account holder | $323 | $12,561-97.4% | $10,804-97.0% | $12,316-97.4% |