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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 | $15,303 | $201,259-92.4% | $184,200-91.7% | $145,959-89.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.83% | 28.98%-28.1pp | 28.80%-28.0pp | 561.95%-561.1pp |
| Employer contribution / active EE | $2,706 | $7,018-61.4% | $6,424-57.9% | $4,661-41.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $315 | $16,372-98.1% | $13,907-97.7% | $13,398-97.6% |