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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 | $16,875 | $99,079-83.0% | $78,002-78.4% | $273,972-93.8% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.5%+19.7pp | 83.0%+12.2pp |
| Annual return | 0.83% | 217.93%-217.1pp | 425.99%-425.2pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,667 | $3,308-49.6% | $2,470-32.5% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,184 | $8,954-86.8% | $5,481-78.4% | $10,133-88.3% |