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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 | $5,847 | $127,296-95.4% | $109,907-94.7% | $167,536-96.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -0.60% | 22.97%-23.6pp | 29.46%-30.1pp | 478.82%-479.4pp |
| Employer contribution / active EE | $1,000 | $3,325-69.9% | $2,844-64.8% | $4,839-79.3% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $468 | $7,119-93.4% | $6,069-92.3% | $12,315-96.2% |