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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 | $822 | $88,754-99.1% | $81,820-99.0% | $145,877-99.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.48% | 1031.77%-1028.3pp | 777.93%-774.5pp | 551.28%-547.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $820 | $4,648-82.3% | $4,323-81.0% | $6,691-87.7% |
| Admin fee / account holder | $1,104 | $8,424-86.9% | $7,391-85.1% | $13,402-91.8% |