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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 | $14,188 | $84,236-83.2% | $170,435-91.7% | $70,126-79.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.61% | 23.06%-11.5pp | 205.94%-194.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $827 | $3,387-75.6% | $5,432-84.8% | $2,343-64.7% |
| Participant deferral / active EE | $1,438 | $3,086-53.4% | $4,939-70.9% | $3,332-56.8% |
| Admin fee / account holder | $927 | $5,698-83.7% | $13,881-93.3% | $4,645-80.1% |