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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 | $5,014 | $60,454-91.7% | $81,844-93.9% | $74,459-93.3% |
| Participation rate | 87.3% | 63.0%+24.3pp | 72.4%+14.9pp | 67.2%+20.1pp |
| Annual return | 9.98% | 16.87%-6.9pp | 778.87%-768.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,465 | $3,398-56.9% | $4,323-66.1% | $4,350-66.3% |
| Admin fee / account holder | $1,208 | $1,490-18.9% | $7,355-83.6% | $1,945-37.9% |