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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 | $15,728 | $81,476-80.7% | $102,383-84.6% | $80,925-80.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.53% | 25.59%-17.1pp | 24.94%-16.4pp | 35.65%-27.1pp |
| Employer contribution / active EE | $13,937 | $3,105+348.9% | $3,870+260.1% | $2,756+405.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,573 | $6,717-17.0% | $8,391-33.6% | $6,940-19.7% |