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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 | $4,034 | $154,754-97.4% | $124,206-96.8% | $138,895-97.1% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.6%+3.8pp | 79.9%-6.6pp |
| Annual return | 9.63% | 709.28%-699.7pp | 515.27%-505.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $854 | $4,621-81.5% | $3,968-78.5% | $6,396-86.6% |
| Admin fee / account holder | $520 | $6,690-92.2% | $5,929-91.2% | $12,562-95.9% |