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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 | $13,852 | $84,233-83.6% | $170,436-91.9% | $70,131-80.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.05% | 23.06%-13.0pp | 205.94%-195.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,142 | $3,387-66.3% | $5,433-79.0% | $2,342-51.2% |
| Participant deferral / active EE | $1,579 | $3,086-48.8% | $4,939-68.0% | $3,332-52.6% |
| Admin fee / account holder | $3,396 | $5,698-40.4% | $13,880-75.5% | $4,645-26.9% |