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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 | $4,029 | $110,379-96.3% | $102,412-96.1% | $145,884-97.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.29% | 24.84%-21.5pp | 24.94%-21.6pp | 551.85%-548.6pp |
| Employer contribution / active EE | $1,522 | $4,216-63.9% | $3,870-60.7% | $4,662-67.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $881 | $9,745-91.0% | $8,388-89.5% | $13,392-93.4% |