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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 | $1,923 | $109,967-98.3% | $97,197-98.0% | $145,877-98.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.22% | 244.27%-237.1pp | 75.47%-68.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,402 | $4,676-70.0% | $4,263-67.1% | $6,691-79.0% |
| Admin fee / account holder | $1,739 | $6,199-71.9% | $5,637-69.2% | $13,402-87.0% |