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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 | $21,221 | $106,749-80.1% | $145,433-85.4% | $82,448-74.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -1.52% | 27.59%-29.1pp | 66.58%-68.1pp | 41.64%-43.2pp |
| Employer contribution / active EE | $8,771 | $3,444+154.7% | $4,554+92.6% | $2,551+243.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,510 | $8,390-46.3% | $13,129-65.7% | $7,234-37.7% |