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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 | $38,126 | $116,462-67.3% | $174,595-78.2% | $116,462-67.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 85.1%+14.9pp | 74.7%+25.3pp |
| Annual return | 11.26% | 15.65%-4.4pp | 6861.22%-6850.0pp | 15.65%-4.4pp |
| Employer contribution / active EE | $806 | $3,231-75.0% | $3,630-77.8% | $3,231-75.0% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $4,379-100.0% | $3,836-100.0% |
| Admin fee / account holder | $3,412 | $12,754-73.2% | $10,352-67.0% | $12,754-73.2% |