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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 | $8,583 | $60,128-85.7% | $90,440-90.5% | $79,852-89.3% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.1pp |
| Annual return | 9.23% | 71.95%-62.7pp | 1294.38%-1285.2pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,880 | $2,939-36.0% | $3,964-52.6% | $3,740-49.7% |
| Admin fee / account holder | $939 | $3,977-76.4% | $5,615-83.3% | $5,306-82.3% |