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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 | $13,932 | $84,236-83.5% | $170,439-91.8% | $70,124-80.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.45% | 23.06%-17.6pp | 205.94%-200.5pp | 73.14%-67.7pp |
| Employer contribution / active EE | $1,201 | $3,387-64.6% | $5,433-77.9% | $2,342-48.7% |
| Participant deferral / active EE | $1,142 | $3,086-63.0% | $4,939-76.9% | $3,332-65.7% |
| Admin fee / account holder | $309 | $5,698-94.6% | $13,881-97.8% | $4,645-93.3% |