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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 | $31,433 | $100,041-68.6% | $149,718-79.0% | $70,131-55.2% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.3pp | 69.5%+27.8pp |
| Annual return | 4.00% | 27.43%-23.4pp | 1501.70%-1497.7pp | 73.14%-69.1pp |
| Employer contribution / active EE | $3,158 | $3,662-13.8% | $5,444-42.0% | $2,342+34.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $824 | $8,286-90.1% | $11,283-92.7% | $4,645-82.3% |