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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 | $11,590 | $65,367-82.3% | $92,915-87.5% | $72,976-84.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.84% | 42.11%-26.3pp | 109.45%-93.6pp | 81.02%-65.2pp |
| Employer contribution / active EE | $1,025 | $2,594-60.5% | $3,653-71.9% | $2,440-58.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,768 | $4,251-58.4% | $5,796-69.5% | $5,124-65.5% |