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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 | $72,607-79.4% | $90,259-83.4% | $87,485-82.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 10.11% | 18.59%-8.5pp | 18.88%-8.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,307 | $1,919-31.9% | $2,291-43.0% | $2,596-49.7% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $581 | $5,947-90.2% | $7,267-92.0% | $7,775-92.5% |