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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 | $11,243 | $65,027-82.7% | $90,970-87.6% | $79,852-85.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.49% | 30.45%-21.0pp | 134.58%-125.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $417 | $1,247-66.6% | $2,122-80.4% | $2,471-83.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,992 | $4,535-34.0% | $5,960-49.8% | $5,306-43.6% |