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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 | $13,814 | $176,688-92.2% | $130,660-89.4% | $152,897-91.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 71.7%+6.5pp | 82.5%-4.2pp |
| Annual return | 3.81% | 2693.08%-2689.3pp | 1709.29%-1705.5pp | 345.43%-341.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,421 | $4,362-67.4% | $3,603-60.6% | $5,851-75.7% |
| Admin fee / account holder | $700 | $7,131-90.2% | $5,463-87.2% | $11,599-94.0% |