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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 | $2,008 | $109,905-98.2% | $98,506-98.0% | $167,553-98.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 0.62% | 1960.20%-1959.6pp | 1494.92%-1494.3pp | 478.89%-478.3pp |
| Employer contribution / active EE | $1,302 | $3,226-59.6% | $2,961-56.0% | $4,840-73.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,183 | $6,760-67.7% | $5,955-63.3% | $12,316-82.3% |