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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 | $20,807 | $58,828-64.6% | $78,002-73.3% | $62,881-66.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 3.03% | 17.16%-14.1pp | 425.99%-423.0pp | 20.14%-17.1pp |
| Employer contribution / active EE | $3,088 | $1,672+84.7% | $2,470+25.0% | $2,281+35.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $785 | $4,393-82.1% | $5,481-85.7% | $4,296-81.7% |