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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 | $46,826 | $131,167-64.3% | $214,658-78.2% | $131,167-64.3% |
| Participation rate | 100.0% | 70.6%+29.4pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 7.12% | 14.69%-7.6pp | -2.43%+9.5pp | 14.69%-7.6pp |
| Employer contribution / active EE | $8,333 | $3,654+128.0% | $3,823+118.0% | $3,654+128.0% |
| Participant deferral / active EE | $0 | $4,079-100.0% | $5,031-100.0% | $4,079-100.0% |
| Admin fee / account holder | $26,158 | $12,045+117.2% | $22,635+15.6% | $12,045+117.2% |