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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 | $10,956 | $91,037-88.0% | $71,671-84.7% | $147,586-92.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 7.61% | 20.48%-12.9pp | 20.65%-13.0pp | 578.59%-571.0pp |
| Employer contribution / active EE | $3,455 | $3,327+3.8% | $2,460+40.4% | $4,876-29.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $576 | $8,613-93.3% | $5,558-89.6% | $10,886-94.7% |