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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 | $1,118 | $110,093-99.0% | $97,295-98.9% | $145,897-99.2% |
| Participation rate | 81.0% | 75.9%+5.0pp | 72.7%+8.3pp | 80.3%+0.6pp |
| Annual return | 4.17% | 244.76%-240.6pp | 75.62%-71.4pp | 552.29%-548.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $877 | $4,678-81.3% | $4,264-79.4% | $6,689-86.9% |
| Admin fee / account holder | $739 | $6,212-88.1% | $5,646-86.9% | $13,390-94.5% |