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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 | $3,708 | $90,691-95.9% | $76,119-95.1% | $145,884-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.67% | 624.52%-618.9pp | 361.25%-355.6pp | 551.85%-546.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,057 | $5,167-60.2% | $4,259-51.7% | $6,690-69.2% |
| Admin fee / account holder | $4,816 | $8,383-42.6% | $6,421-25.0% | $13,392-64.0% |