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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 | $674 | $149,040-99.5% | $120,225-99.4% | $137,256-99.5% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 3.38% | 605.68%-602.3pp | 439.23%-435.8pp | 220.34%-217.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $523 | $4,655-88.8% | $3,999-86.9% | $6,407-91.8% |
| Admin fee / account holder | $1,375 | $6,348-78.3% | $5,696-75.9% | $12,270-88.8% |