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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 | $24,627 | $78,423-68.6% | $95,964-74.3% | $79,856-69.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 6.38% | 19.37%-13.0pp | 91.64%-85.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $4,167 | $1,945+114.2% | $2,541+64.0% | $2,471+68.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,964 | $5,622-11.7% | $6,797-27.0% | $5,306-6.5% |