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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 | $40,896 | $177,595-77.0% | $148,496-72.5% | $198,609-79.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.81% | 9.97%-9.2pp | 12.33%-11.5pp | 202.70%-201.9pp |
| Employer contribution / active EE | $2,116 | $4,098-48.4% | $3,497-39.5% | $5,055-58.2% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25,146 | $27,010-6.9% | $19,547+28.6% | $19,030+32.1% |