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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 | $10,782 | $102,638-89.5% | $81,982-86.8% | $158,982-93.2% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.3%+15.4pp | 82.0%+2.6pp |
| Annual return | 0.44% | 61.05%-60.6pp | 41.31%-40.9pp | 302.99%-302.5pp |
| Employer contribution / active EE | $853 | $3,241-73.7% | $2,498-65.8% | $4,763-82.1% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,354 | $8,237+86.4% | $5,665+171.0% | $11,252+36.5% |