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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 | $18,106 | $72,486-75.0% | $87,103-79.2% | $72,976-75.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.00% | 24.46%-10.5pp | 28.19%-14.2pp | 81.02%-67.0pp |
| Employer contribution / active EE | $893 | $1,894-52.8% | $2,521-64.6% | $2,440-63.4% |
| Participant deferral / active EE | $2,184 | $3,270-33.2% | $4,049-46.1% | $3,608-39.5% |
| Admin fee / account holder | $1,580 | $5,055-68.7% | $7,491-78.9% | $5,124-69.2% |