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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 | $17,882 | $86,298-79.3% | $111,308-83.9% | $85,847-79.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 5.59% | 19.99%-14.4pp | 54.67%-49.1pp | 318.61%-313.0pp |
| Employer contribution / active EE | $5,073 | $2,044+148.2% | $2,732+85.7% | $2,565+97.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $650 | $8,189-92.1% | $7,965-91.8% | $6,261-89.6% |