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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 | $5,198 | $114,199-95.4% | $119,237-95.6% | $167,553-96.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 7.70% | 29.88%-22.2pp | 30.70%-23.0pp | 478.89%-471.2pp |
| Employer contribution / active EE | $3,877 | $4,480-13.4% | $4,383-11.5% | $4,840-19.9% |
| Participant deferral / active EE | $0 | $6,086-100.0% | $6,112-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,434 | $8,939-72.8% | $7,229-66.3% | $12,316-80.2% |