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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 | $18,045 | $63,346-71.5% | $92,239-80.4% | $70,124-74.3% |
| Participation rate | 89.1% | 68.7%+20.5pp | 76.5%+12.6pp | 69.5%+19.6pp |
| Annual return | 0.01% | 530.19%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $543 | $2,471-78.0% | $3,680-85.2% | $2,342-76.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,234 | $3,841-67.9% | $5,194-76.2% | $4,645-73.4% |