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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 | $149,040-97.3% | $120,225-96.6% | $137,256-97.1% |
| Participation rate | 73.3% | 75.4%-2.1pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 9.63% | 605.68%-596.1pp | 439.23%-429.6pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $854 | $4,655-81.6% | $3,999-78.6% | $6,407-86.7% |
| Admin fee / account holder | $520 | $6,348-91.8% | $5,696-90.9% | $12,270-95.8% |