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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 | $13,058 | $101,795-87.2% | $165,100-92.1% | $80,959-83.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 3.31% | 16.73%-13.4pp | 70.21%-66.9pp | 35.67%-32.4pp |
| Employer contribution / active EE | $5,885 | $2,954+99.2% | $4,348+35.3% | $2,757+113.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $891 | $8,221-89.2% | $12,696-93.0% | $6,925-87.1% |