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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 | $14,787 | $102,422-85.6% | $147,117-89.9% | $80,959-81.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.80% | 135.16%-125.4pp | 420.54%-410.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,134 | $6,652-22.8% | $8,065-36.3% | $4,300+19.4% |
| Admin fee / account holder | $2,028 | $7,953-74.5% | $12,993-84.4% | $6,925-70.7% |