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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 | $3,836 | $150,447-97.5% | $136,298-97.2% | $147,586-97.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.85% | 1049.15%-1041.3pp | 5156.27%-5148.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,123 | $6,631-37.8% | $6,247-34.0% | $5,439-24.2% |
| Admin fee / account holder | $7,392 | $10,906-32.2% | $9,244-20.0% | $10,886-32.1% |