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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 | $13,488 | $183,539-92.7% | $155,556-91.3% | $145,897-90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.19% | 61.31%-54.1pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,531 | $6,467-60.9% | $5,631-55.1% | $6,689-62.2% |
| Admin fee / account holder | $1,910 | $19,275-90.1% | $15,885-88.0% | $13,390-85.7% |