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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 | $30,615 | $100,033-69.4% | $149,716-79.6% | $70,124-56.3% |
| Participation rate | 97.1% | 83.6%+13.6pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 7.34% | 27.43%-20.1pp | 1501.67%-1494.3pp | 73.14%-65.8pp |
| Employer contribution / active EE | $1,857 | $3,661-49.3% | $5,444-65.9% | $2,342-20.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $584 | $8,285-93.0% | $11,282-94.8% | $4,645-87.4% |