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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 | $40,599 | $149,446-72.8% | $256,809-84.2% | $94,015-56.8% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 11.24% | 17.55%-6.3pp | 32.73%-21.5pp | 17.84%-6.6pp |
| Employer contribution / active EE | $3,776 | $4,596-17.8% | $7,263-48.0% | $2,790+35.3% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,279 | $24,035-65.6% | $25,146-67.1% | $8,951-7.5% |