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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 | $28,390 | $87,834-67.7% | $133,975-78.8% | $62,881-54.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.85% | 12.05%-7.2pp | 29.29%-24.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,927 | $3,482-16.0% | $5,211-43.8% | $2,281+28.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $609 | $5,372-88.7% | $9,324-93.5% | $4,296-85.8% |