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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 | $19,734 | $103,393-80.9% | $87,103-77.3% | $152,909-87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 1.20% | 28.10%-26.9pp | 28.19%-27.0pp | 345.46%-344.3pp |
| Employer contribution / active EE | $1,522 | $3,221-52.8% | $2,521-39.6% | $4,764-68.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,245 | $12,195-57.0% | $7,491-30.0% | $11,601-54.8% |