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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 | $11,165 | $115,810-90.4% | $101,271-89.0% | $158,966-93.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.06% | 56.15%-51.1pp | 46.48%-41.4pp | 302.95%-297.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,436 | $4,958-71.0% | $4,371-67.1% | $5,983-76.0% |
| Admin fee / account holder | $1,832 | $7,248-74.7% | $5,948-69.2% | $11,250-83.7% |