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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 | $76,834-82.9% | $108,359-87.9% | $87,485-85.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 8.06% | 19.09%-11.0pp | 36.89%-28.8pp | 26.06%-18.0pp |
| Employer contribution / active EE | $435 | $1,556-72.0% | $2,399-81.9% | $2,596-83.2% |
| Participant deferral / active EE | $2,019 | $3,100-34.9% | $4,137-51.2% | $4,274-52.8% |
| Admin fee / account holder | $1,316 | $6,537-79.9% | $9,741-86.5% | $7,775-83.1% |