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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 | $22,009 | $96,731-77.2% | $123,973-82.2% | $86,983-74.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 5.13% | 17.33%-12.2pp | 388.13%-383.0pp | 25.83%-20.7pp |
| Employer contribution / active EE | $1,138 | $3,297-65.5% | $4,126-72.4% | $2,584-55.9% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,760 | $8,722-79.8% | $11,799-85.1% | $7,856-77.6% |