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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 | $16,675 | $71,057-76.5% | $93,654-82.2% | $80,874-79.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.86% | 11.26%-1.4pp | 133.34%-123.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,064 | $1,564-31.9% | $2,421-56.0% | $2,756-61.4% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,823 | $6,944-73.7% | $8,282-78.0% | $6,935-73.7% |