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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 | $10,146 | $106,008-90.4% | $92,240-89.0% | $147,586-93.1% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 9.63% | 50.05%-40.4pp | 176.29%-166.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,632 | $4,478-41.2% | $3,897-32.5% | $5,439-51.6% |
| Admin fee / account holder | $690 | $6,333-89.1% | $5,194-86.7% | $10,886-93.7% |