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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 | $14,680 | $76,564-80.8% | $105,582-86.1% | $94,015-84.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 9.15% | 20.69%-11.5pp | 18.61%-9.5pp | 17.84%-8.7pp |
| Employer contribution / active EE | $2,488 | $1,995+24.7% | $2,984-16.6% | $2,790-10.8% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,351 | $7,129-67.0% | $12,856-81.7% | $8,951-73.7% |