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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 | $5,173 | $58,275-91.1% | $81,844-93.7% | $80,935-93.6% |
| Participation rate | 85.2% | 63.5%+21.7pp | 72.4%+12.8pp | 67.7%+17.5pp |
| Annual return | 0.41% | 41.82%-41.4pp | 778.87%-778.5pp | 35.66%-35.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,084 | $3,285-67.0% | $4,323-74.9% | $4,299-74.8% |
| Admin fee / account holder | $1,072 | $4,749-77.4% | $7,355-85.4% | $6,924-84.5% |