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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 | $2,692 | $72,426-96.3% | $67,560-96.0% | $145,897-98.2% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 2.84% | 7226.78%-7223.9pp | 3533.50%-3530.7pp | 552.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,521 | $4,785-68.2% | $4,004-62.0% | $6,689-77.3% |
| Admin fee / account holder | $1,137 | $5,514-79.4% | $3,994-71.5% | $13,390-91.5% |