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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 | $13,348 | $84,236-84.2% | $170,435-92.2% | $70,126-81.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.17% | 23.06%-17.9pp | 205.94%-200.8pp | 73.15%-68.0pp |
| Employer contribution / active EE | $837 | $3,387-75.3% | $5,432-84.6% | $2,343-64.3% |
| Participant deferral / active EE | $3,408 | $3,086+10.4% | $4,939-31.0% | $3,332+2.3% |
| Admin fee / account holder | $733 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |