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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 | $2,312 | $87,166-97.3% | $76,735-97.0% | $137,256-98.3% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 4.33% | 26.50%-22.2pp | 29.77%-25.4pp | 220.34%-216.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,480 | $8,403-34.8% | $7,189-23.8% | $12,270-55.3% |