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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 | $19,758 | $167,415-88.2% | $140,514-85.9% | $198,609-90.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 0.29% | 13.85%-13.6pp | 14.36%-14.1pp | 202.70%-202.4pp |
| Employer contribution / active EE | $3,500 | $4,088-14.4% | $3,378+3.6% | $5,055-30.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,723 | $16,730-89.7% | $13,697-87.4% | $19,030-90.9% |