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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 | $6,004 | $91,198-93.4% | $178,503-96.6% | $79,856-92.5% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 0.11% | 24.20%-24.1pp | 151.12%-151.0pp | 31.71%-31.6pp |
| Employer contribution / active EE | $537 | $3,257-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $542 | $6,748-92.0% | $13,987-96.1% | $5,306-89.8% |