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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 | $14,298 | $113,338-87.4% | $94,993-84.9% | $147,586-90.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.64% | 20.80%-15.2pp | 27.14%-21.5pp | 578.59%-573.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,588 | $3,777-57.9% | $3,317-52.1% | $5,439-70.8% |
| Admin fee / account holder | $10,264 | $6,063+69.3% | $4,960+106.9% | $10,886-5.7% |