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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 | $115,931-89.1% | $185,441-93.2% | $86,983-85.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 7.82% | 21.47%-13.6pp | 20.16%-12.3pp | 25.83%-18.0pp |
| Employer contribution / active EE | $896 | $2,937-69.5% | $4,672-80.8% | $2,584-65.3% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $355 | $10,687-96.7% | $17,890-98.0% | $7,856-95.5% |