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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 | $10,717 | $94,766-88.7% | $112,923-90.5% | $139,487-92.3% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.15% | 40.96%-34.8pp | 34.13%-28.0pp | 373.84%-367.7pp |
| Employer contribution / active EE | $2,500 | $4,636-46.1% | $4,570-45.3% | $4,755-47.4% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,912 | $8,529-77.6% | $7,046-72.9% | $11,407-83.2% |