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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 | $13,135 | $102,422-87.2% | $147,117-91.1% | $80,959-83.8% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 5.52% | 135.16%-129.6pp | 420.54%-415.0pp | 35.67%-30.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,210 | $6,652-36.7% | $8,065-47.8% | $4,300-2.1% |
| Admin fee / account holder | $5,223 | $7,953-34.3% | $12,993-59.8% | $6,925-24.6% |