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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 | $22,534 | $201,370-88.8% | $184,256-87.8% | $145,897-84.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.64% | 29.05%-27.4pp | 28.85%-27.2pp | 552.29%-550.7pp |
| Employer contribution / active EE | $2,112 | $7,024-69.9% | $6,427-67.1% | $4,663-54.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,569 | $16,364-90.4% | $13,899-88.7% | $13,390-88.3% |