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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 | $14,302 | $93,345-84.7% | $119,126-88.0% | $87,485-83.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 6.48% | 19.08%-12.6pp | 282.11%-275.6pp | 26.06%-19.6pp |
| Employer contribution / active EE | $13,053 | $3,172+311.6% | $4,034+223.6% | $2,596+402.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,927 | $8,039+11.0% | $10,693-16.5% | $7,775+14.8% |