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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 | $4,977 | $110,278-95.5% | $95,740-94.8% | $139,466-96.4% |
| Participation rate | 0.0% | 75.7%-75.7pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 7.54% | 27.19%-19.6pp | 28.41%-20.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $442,400 | $6,613+6589.6% | $5,676+7693.6% | $11,409+3777.7% |