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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 | $12,618 | $123,478-89.8% | $216,567-94.2% | $94,015-86.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 7.82% | 23.61%-15.8pp | 12.94%-5.1pp | 17.84%-10.0pp |
| Employer contribution / active EE | $896 | $3,136-71.4% | $5,216-82.8% | $2,790-67.9% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $355 | $12,753-97.2% | $21,981-98.4% | $8,951-96.0% |