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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 | $21,622 | $98,463-78.0% | $119,258-81.9% | $85,847-74.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 0.20% | 38.53%-38.3pp | 30.69%-30.5pp | 318.61%-318.4pp |
| Employer contribution / active EE | $3,313 | $3,698-10.4% | $4,384-24.4% | $2,565+29.2% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $390 | $7,493-94.8% | $7,226-94.6% | $6,261-93.8% |