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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 | $1,725 | $183,592-99.1% | $155,574-98.9% | $145,877-98.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.68% | 61.37%-57.7pp | 64.87%-61.2pp | 551.28%-547.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,842 | $6,466-71.5% | $5,629-67.3% | $6,691-72.5% |
| Admin fee / account holder | $5,865 | $19,316-69.6% | $15,914-63.1% | $13,402-56.2% |