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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 | $7,319 | $91,559-92.0% | $133,978-94.5% | $79,856-90.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.61% | 61.85%-52.2pp | 45.10%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,034 | $2,384-14.7% | $3,919-48.1% | $2,471-17.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,194 | $6,321-65.3% | $8,930-75.4% | $5,306-58.6% |