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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 | $62,847 | $318,230-80.3% | $306,246-79.5% | $285,997-78.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 3.68% | 37.67%-34.0pp | 35.15%-31.5pp | 24.44%-20.8pp |
| Employer contribution / active EE | $0 | $48,360-100.0% | $46,389-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $431 | $4,311-90.0% | $4,448-90.3% | $22,013-98.0% |