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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 | $23,066 | $58,828-60.8% | $78,002-70.4% | $62,881-63.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.94% | 17.16%-16.2pp | 425.99%-425.0pp | 20.14%-19.2pp |
| Employer contribution / active EE | $4,678 | $1,672+179.8% | $2,470+89.4% | $2,281+105.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,871 | $4,393-57.4% | $5,481-65.9% | $4,296-56.4% |