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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 | $6,267 | $185,312-96.6% | $161,489-96.1% | $154,746-95.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.31% | 103.84%-96.5pp | 89.72%-82.4pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,451 | $6,350-61.4% | $5,630-56.5% | $6,730-63.6% |
| Admin fee / account holder | $4,736 | $18,654-74.6% | $16,006-70.4% | $14,365-67.0% |