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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 | $3,114 | $154,228-98.0% | $145,433-97.9% | $137,256-97.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | -0.63% | 74.59%-75.2pp | 66.58%-67.2pp | 220.34%-221.0pp |
| Employer contribution / active EE | $1,070 | $4,804-77.7% | $4,554-76.5% | $4,156-74.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $586 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |