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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 | $18,841 | $157,304-88.0% | $141,197-86.7% | $152,909-87.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 2.03% | 64.34%-62.3pp | 71.41%-69.4pp | 345.46%-343.4pp |
| Employer contribution / active EE | $2,926 | $5,263-44.4% | $4,736-38.2% | $4,764-38.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,745 | $12,126-85.6% | $10,265-83.0% | $11,601-85.0% |