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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 | $32,288 | $101,950-68.3% | $125,529-74.3% | $86,983-62.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 8.41% | 18.29%-9.9pp | 202.56%-194.2pp | 25.83%-17.4pp |
| Employer contribution / active EE | $2,273 | $2,358-3.6% | $3,058-25.7% | $2,584-12.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,186 | $12,791-59.5% | $16,298-68.2% | $7,856-34.0% |