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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 | $779 | $88,702-99.1% | $81,780-99.0% | $145,978-99.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 7.75% | 1029.12%-1021.4pp | 776.27%-768.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,168 | $4,645-74.9% | $4,321-73.0% | $6,690-82.5% |
| Admin fee / account holder | $3,285 | $8,414-61.0% | $7,384-55.5% | $13,400-75.5% |