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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 | $11,629 | $101,798-88.6% | $165,071-93.0% | $80,935-85.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.06% | 16.73%-8.7pp | 70.17%-62.1pp | 35.66%-27.6pp |
| Employer contribution / active EE | $1,662 | $2,954-43.7% | $4,347-61.8% | $2,757-39.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,540 | $8,221-69.1% | $12,695-80.0% | $6,924-63.3% |