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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 | $2,128 | $102,595-97.9% | $94,057-97.7% | $154,746-98.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 6.54% | 583.42%-576.9pp | 480.62%-474.1pp | 172.34%-165.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,442 | $5,118-71.8% | $4,709-69.4% | $6,730-78.6% |
| Admin fee / account holder | $1,133 | $7,736-85.4% | $7,244-84.4% | $14,365-92.1% |