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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 | $110,039-98.3% | $97,260-98.0% | $145,884-98.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.22% | 244.44%-237.2pp | 75.54%-68.3pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,402 | $4,674-70.0% | $4,262-67.1% | $6,690-79.0% |
| Admin fee / account holder | $1,739 | $6,204-72.0% | $5,640-69.2% | $13,392-87.0% |