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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 | $11,418 | $84,236-86.4% | $170,435-93.3% | $70,126-83.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.00% | 23.06%-11.1pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,236 | $3,387-63.5% | $5,432-77.2% | $2,343-47.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,056 | $5,698-28.8% | $13,881-70.8% | $4,645-12.7% |