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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 | $23,032 | $85,766-73.1% | $136,298-83.1% | $70,126-67.2% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 2.36% | 31.46%-29.1pp | 5156.27%-5153.9pp | 73.15%-70.8pp |
| Employer contribution / active EE | $7,576 | $2,966+155.4% | $4,696+61.3% | $2,343+223.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,199 | $5,421-59.4% | $9,244-76.2% | $4,645-52.7% |