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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 | $13,303 | $117,444-88.7% | $99,479-86.6% | $152,909-91.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 2.16% | 31.87%-29.7pp | 30.72%-28.6pp | 345.46%-343.3pp |
| Employer contribution / active EE | $3,000 | $3,014-0.5% | $2,540+18.1% | $4,764-37.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,823 | $7,635+172.7% | $6,253+233.0% | $11,601+79.5% |