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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 | $17,057 | $98,776-82.7% | $149,745-88.6% | $79,856-78.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.87% | 27.38%-24.5pp | 276.72%-273.9pp | 31.71%-28.8pp |
| Employer contribution / active EE | $3,500 | $3,217+8.8% | $4,646-24.7% | $2,471+41.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $473 | $6,053-92.2% | $9,312-94.9% | $5,306-91.1% |