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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 | $14,302 | $105,284-86.4% | $150,734-90.5% | $94,015-84.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 6.48% | 15.67%-9.2pp | 600.81%-594.3pp | 17.84%-11.4pp |
| Employer contribution / active EE | $13,053 | $3,599+262.7% | $4,918+165.4% | $2,790+367.8% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,927 | $9,839-9.3% | $14,905-40.1% | $8,951-0.3% |