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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 | $132,820-64.7% | $246,988-81.0% | $132,820-64.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 81.0%+19.0pp | 74.3%+25.7pp |
| Annual return | 7.12% | 14.82%-7.7pp | -2.27%+9.4pp | 14.82%-7.7pp |
| Employer contribution / active EE | $8,333 | $4,144+101.1% | $5,427+53.5% | $4,144+101.1% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $4,120-100.0% | $3,980-100.0% |
| Admin fee / account holder | $26,158 | $11,722+123.2% | $28,383-7.8% | $11,722+123.2% |