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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 | $23,518 | $76,564-69.3% | $105,582-77.7% | $94,015-75.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 10.66% | 20.69%-10.0pp | 18.61%-8.0pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,563 | $1,995-21.7% | $2,984-47.6% | $2,790-44.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $352 | $7,129-95.1% | $12,856-97.3% | $8,951-96.1% |