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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 | $4,877 | $129,737-96.2% | $119,126-95.9% | $154,746-96.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 0.56% | 379.08%-378.5pp | 282.11%-281.6pp | 172.34%-171.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,095 | $5,842-64.1% | $5,318-60.6% | $6,730-68.9% |
| Admin fee / account holder | $3,056 | $11,961-74.5% | $10,693-71.4% | $14,365-78.7% |