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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 | $17,349 | $88,672-80.4% | $105,223-83.5% | $82,448-79.0% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 2.22% | 30.86%-28.6pp | 180.65%-178.4pp | 41.64%-39.4pp |
| Employer contribution / active EE | $6,105 | $3,048+100.3% | $3,689+65.5% | $2,551+139.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,060 | $7,146-71.2% | $8,859-76.8% | $7,234-71.5% |