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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 | $16,171 | $103,392-84.4% | $87,104-81.4% | $152,897-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.06% | 28.10%-26.0pp | 28.19%-26.1pp | 345.43%-343.4pp |
| Employer contribution / active EE | $1,330 | $3,221-58.7% | $2,521-47.3% | $4,764-72.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $323 | $12,194-97.4% | $7,491-95.7% | $11,599-97.2% |