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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 | $27,582 | $223,823-87.7% | $211,142-86.9% | $154,746-82.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 1.69% | 50.39%-48.7pp | 46.84%-45.1pp | 172.34%-170.6pp |
| Employer contribution / active EE | $2,986 | $6,787-56.0% | $6,442-53.7% | $4,379-31.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,096 | $19,707-94.4% | $19,076-94.3% | $14,365-92.4% |