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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 | $22,236 | $98,776-77.5% | $149,745-85.2% | $79,856-72.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.67% | 27.38%-24.7pp | 276.72%-274.1pp | 31.71%-29.0pp |
| Employer contribution / active EE | $907 | $3,217-71.8% | $4,646-80.5% | $2,471-63.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $795 | $6,053-86.9% | $9,312-91.5% | $5,306-85.0% |