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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 | $10,499 | $91,179-88.5% | $178,499-94.1% | $79,852-86.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.64% | 24.19%-14.6pp | 151.10%-141.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $694 | $3,256-78.7% | $5,011-86.1% | $2,471-71.9% |
| Participant deferral / active EE | $1,830 | $3,236-43.4% | $5,202-64.8% | $3,740-51.1% |
| Admin fee / account holder | $1,736 | $6,749-74.3% | $13,986-87.6% | $5,306-67.3% |