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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 | $18,539 | $201,372-90.8% | $184,260-89.9% | $145,884-87.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.62% | 29.04%-27.4pp | 28.84%-27.2pp | 551.85%-550.2pp |
| Employer contribution / active EE | $2,353 | $7,024-66.5% | $6,427-63.4% | $4,662-49.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,964 | $16,362-88.0% | $13,898-85.9% | $13,392-85.3% |