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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 | $17,740 | $71,215-75.1% | $93,696-81.1% | $80,935-78.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 8.99% | 11.27%-2.3pp | 133.74%-124.8pp | 35.66%-26.7pp |
| Employer contribution / active EE | $2,564 | $1,565+63.8% | $2,422+5.9% | $2,757-7.0% |
| Participant deferral / active EE | $2,454 | $4,037-39.2% | $4,417-44.4% | $4,299-42.9% |
| Admin fee / account holder | $567 | $6,958-91.9% | $8,287-93.2% | $6,924-91.8% |