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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 | $10,590 | $43,075-75.4% | $74,577-85.8% | $62,881-83.2% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -2.17% | 17.50%-19.7pp | 20.47%-22.6pp | 20.14%-22.3pp |
| Employer contribution / active EE | $2,464 | $1,498+64.5% | $2,525-2.4% | $2,281+8.0% |
| Participant deferral / active EE | $4,824 | $2,389+101.9% | $3,458+39.5% | $3,203+50.6% |
| Admin fee / account holder | $1,386 | $2,840-51.2% | $4,138-66.5% | $4,296-67.7% |