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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 | $41,239 | $254,759-83.8% | $216,567-81.0% | $198,609-79.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 2.91% | 10.04%-7.1pp | 12.94%-10.0pp | 202.70%-199.8pp |
| Employer contribution / active EE | $6,250 | $6,096+2.5% | $5,216+19.8% | $5,055+23.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,733 | $26,311-93.4% | $21,981-92.1% | $19,030-90.9% |