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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 | $14,002 | $70,430-80.1% | $96,572-85.5% | $85,851-83.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 10.03% | 18.58%-8.5pp | 37.79%-27.8pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,943 | $1,413+37.5% | $2,357-17.6% | $2,565-24.3% |
| Participant deferral / active EE | $2,227 | $2,894-23.1% | $3,850-42.2% | $3,952-43.7% |
| Admin fee / account holder | $408 | $4,996-91.8% | $6,183-93.4% | $6,261-93.5% |