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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 | $5,945 | $108,911-94.5% | $100,392-94.1% | $145,884-95.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.71% | 58.23%-48.5pp | 49.45%-39.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,323 | $8,459-60.7% | $8,090-58.9% | $6,690-50.3% |
| Admin fee / account holder | $6,286 | $9,698-35.2% | $7,904-20.5% | $13,392-53.1% |