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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 | $16,211 | $71,208-77.2% | $93,681-82.7% | $80,911-80.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 7.06% | 11.27%-4.2pp | 133.47%-126.4pp | 35.63%-28.6pp |
| Employer contribution / active EE | $2,855 | $1,564+82.5% | $2,422+17.8% | $2,756+3.6% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,852 | $6,951-59.0% | $8,290-65.6% | $6,935-58.9% |