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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 | $16,884 | $155,833-89.2% | $124,693-86.5% | $167,536-89.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 3.32% | 17.98%-14.7pp | 5144.19%-5140.9pp | 478.82%-475.5pp |
| Employer contribution / active EE | $1,615 | $4,164-61.2% | $3,324-51.4% | $4,839-66.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,557 | $9,534-83.7% | $7,494-79.2% | $12,315-87.4% |