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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 | $906 | $106,280-99.1% | $96,538-99.1% | $139,487-99.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -3.75% | 38.48%-42.2pp | 35.74%-39.5pp | 373.84%-377.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,459 | $5,457-36.6% | $4,880-29.1% | $6,713-48.5% |
| Admin fee / account holder | $2,774 | $7,888-64.8% | $6,737-58.8% | $11,407-75.7% |