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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 | $11,738 | $68,681-82.9% | $86,615-86.4% | $85,847-86.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 4.18% | 20.12%-15.9pp | 63.51%-59.3pp | 318.61%-314.4pp |
| Employer contribution / active EE | $1,783 | $1,880-5.2% | $2,496-28.5% | $2,565-30.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,790 | $5,974-36.6% | $5,830-35.0% | $6,261-39.5% |