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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 | $7,141 | $165,584-95.7% | $142,942-95.0% | $137,256-94.8% |
| Participation rate | 0.0% | 80.1%-80.1pp | 76.8%-76.8pp | 80.0%-80.0pp |
| Annual return | 2.36% | 164.22%-161.9pp | 113.70%-111.3pp | 220.34%-218.0pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,389 | $16,167-23.4% | $12,475-0.7% | $12,270+1.0% |