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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 | $17,975 | $90,674-80.2% | $96,707-81.4% | $82,448-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 8.56% | 49.05%-40.5pp | 34.78%-26.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,101 | $3,975-47.1% | $4,191-49.9% | $2,551-17.6% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $530 | $7,568-93.0% | $7,503-92.9% | $7,234-92.7% |