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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 | $14,158 | $46,877-69.8% | $122,354-88.4% | $70,126-79.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.49% | 24.22%-11.7pp | 30.28%-17.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,379 | $1,288+7.1% | $4,051-65.9% | $2,343-41.1% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $615 | $3,324-81.5% | $5,479-88.8% | $4,645-86.8% |