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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 | $16,858 | $166,268-89.9% | $165,100-89.8% | $145,897-88.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 5.40% | 100.52%-95.1pp | 70.21%-64.8pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,370 | $5,284-74.1% | $4,348-68.5% | $4,663-70.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,816 | $16,659-77.1% | $12,696-69.9% | $13,390-71.5% |