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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 | $13,111 | $77,574-83.1% | $108,753-87.9% | $86,983-84.9% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 8.06% | 18.42%-10.4pp | 37.47%-29.4pp | 25.83%-17.8pp |
| Employer contribution / active EE | $435 | $1,611-73.0% | $2,427-82.1% | $2,584-83.2% |
| Participant deferral / active EE | $2,019 | $3,128-35.5% | $4,115-50.9% | $4,194-51.9% |
| Admin fee / account holder | $1,316 | $6,529-79.8% | $10,320-87.3% | $7,856-83.3% |