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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 | $13,291 | $89,259-85.1% | $107,187-87.6% | $82,637-83.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.99% | 21.02%-15.0pp | 204.55%-198.6pp | 53.51%-47.5pp |
| Employer contribution / active EE | $1,659 | $3,080-46.1% | $3,782-56.1% | $2,552-35.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $609 | $7,381-91.8% | $9,162-93.4% | $7,339-91.7% |