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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 | $12,196 | $57,065-78.6% | $75,670-83.9% | $70,131-82.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 5.37% | 23.57%-18.2pp | 27.34%-22.0pp | 73.14%-67.8pp |
| Employer contribution / active EE | $3,156 | $1,817+73.7% | $2,352+34.2% | $2,342+34.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $367 | $3,825-90.4% | $5,800-93.7% | $4,645-92.1% |