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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 | $9,489 | $107,363-91.2% | $92,909-89.8% | $152,897-93.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.58% | 145.63%-144.0pp | 109.44%-107.9pp | 345.43%-343.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,863 | $4,848-41.0% | $4,238-32.5% | $5,851-51.1% |
| Admin fee / account holder | $401 | $7,082-94.3% | $5,795-93.1% | $11,599-96.5% |