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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 | $19,762 | $282,126-93.0% | $282,126-93.0% | $254,173-92.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 41.9%+58.1pp | 43.0%+57.0pp |
| Annual return | 0.39% | 1315.74%-1315.4pp | 1087.39%-1087.0pp | 259.17%-258.8pp |
| Employer contribution / active EE | $5,744 | $46,882-87.7% | $42,245-86.4% | $41,471-86.1% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $2,137 | $2,639-19.0% | $2,639-19.0% | $21,502-90.1% |