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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 | $73,787-82.2% | $98,716-86.7% | $82,448-84.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 8.06% | 18.57%-10.5pp | 31.81%-23.7pp | 41.64%-33.6pp |
| Employer contribution / active EE | $435 | $1,511-71.2% | $2,279-80.9% | $2,551-82.9% |
| Participant deferral / active EE | $2,019 | $3,081-34.5% | $4,048-50.1% | $4,139-51.2% |
| Admin fee / account holder | $1,316 | $6,500-79.8% | $8,703-84.9% | $7,234-81.8% |