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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 | $16,114 | $165,381-90.3% | $149,730-89.2% | $158,966-89.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.00% | 348.29%-343.3pp | 276.70%-271.7pp | 302.95%-297.9pp |
| Employer contribution / active EE | $1,000 | $5,104-80.4% | $4,645-78.5% | $4,762-79.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,482 | $10,809-58.5% | $9,310-51.9% | $11,250-60.2% |