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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 | $21,430 | $157,276-86.4% | $141,177-84.8% | $152,885-86.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.05% | 64.33%-63.3pp | 71.40%-70.3pp | 345.39%-344.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,007 | $7,110+26.7% | $6,710+34.2% | $5,851+53.9% |
| Admin fee / account holder | $5,808 | $12,123-52.1% | $10,263-43.4% | $11,598-49.9% |