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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 | $18,687 | $78,670-76.2% | $109,173-82.9% | $85,847-78.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 1.36% | 25.09%-23.7pp | 25.75%-24.4pp | 318.61%-317.2pp |
| Employer contribution / active EE | $12,053 | $2,734+340.9% | $3,723+223.8% | $2,565+369.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,854 | $5,469-29.5% | $6,755-43.0% | $6,261-38.4% |