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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 | $754 | $72,071-99.0% | $68,368-98.9% | $137,256-99.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 5.41% | 353.14%-347.7pp | 292.57%-287.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $747 | $4,410-83.1% | $4,123-81.9% | $6,407-88.3% |
| Admin fee / account holder | $1,247 | $5,336-76.6% | $5,150-75.8% | $12,270-89.8% |