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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 | $1,987 | $88,778-97.8% | $81,844-97.6% | $145,884-98.6% |
| Participation rate | 76.9% | 75.1%+1.9pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 8.85% | 1033.03%-1024.2pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $810 | $4,648-82.6% | $4,323-81.3% | $6,690-87.9% |
| Admin fee / account holder | $825 | $8,430-90.2% | $7,355-88.8% | $13,392-93.8% |