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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 | $27,886 | $86,288-67.7% | $111,306-74.9% | $85,851-67.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.63% | 19.99%-13.4pp | 54.67%-48.0pp | 318.63%-312.0pp |
| Employer contribution / active EE | $4,864 | $2,044+138.0% | $2,732+78.1% | $2,565+89.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,014 | $8,189-87.6% | $7,966-87.3% | $6,261-83.8% |