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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 | $12,984 | $104,251-87.5% | $91,004-85.7% | $147,586-91.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 5.84% | 27.06%-21.2pp | 4.60%+1.2pp | 578.59%-572.8pp |
| Employer contribution / active EE | $617 | $3,116-80.2% | $2,456-74.9% | $4,876-87.3% |
| Participant deferral / active EE | $1,436 | $4,195-65.8% | $3,548-59.5% | $5,439-73.6% |
| Admin fee / account holder | $975 | $8,948-89.1% | $5,417-82.0% | $10,886-91.0% |