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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 | $69,444-78.9% | $92,985-84.2% | $87,485-83.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 9.15% | 23.85%-14.7pp | 27.99%-18.8pp | 26.06%-16.9pp |
| Employer contribution / active EE | $2,488 | $1,917+29.8% | $2,662-6.6% | $2,596-4.2% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,351 | $6,137-61.7% | $9,463-75.2% | $7,775-69.8% |