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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 | $154,754-99.6% | $124,206-99.5% | $138,895-99.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.6%+16.1pp | 79.9%+5.8pp |
| Annual return | 3.38% | 709.28%-705.9pp | 515.27%-511.9pp | 145.39%-142.0pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $523 | $4,621-88.7% | $3,968-86.8% | $6,396-91.8% |
| Admin fee / account holder | $1,375 | $6,690-79.4% | $5,929-76.8% | $12,562-89.1% |