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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 | $14,973 | $86,330-82.7% | $121,871-87.7% | $94,015-84.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 10.11% | 14.95%-4.8pp | 13.57%-3.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $1,307 | $2,292-43.0% | $2,731-52.2% | $2,790-53.2% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $581 | $7,346-92.1% | $11,551-95.0% | $8,951-93.5% |