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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 | $74,535-82.4% | $100,712-87.0% | $82,637-84.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 8.06% | 18.92%-10.9pp | 33.27%-25.2pp | 53.51%-45.4pp |
| Employer contribution / active EE | $435 | $1,503-71.0% | $2,313-81.2% | $2,552-82.9% |
| Participant deferral / active EE | $2,019 | $3,074-34.3% | $4,085-50.6% | $4,126-51.1% |
| Admin fee / account holder | $1,316 | $6,576-80.0% | $9,256-85.8% | $7,339-82.1% |