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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 | $17,053 | $109,359-84.4% | $162,171-89.5% | $72,983-76.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 5.24% | 25.46%-20.2pp | 115.60%-110.4pp | 81.01%-75.8pp |
| Employer contribution / active EE | $3,386 | $3,907-13.3% | $5,613-39.7% | $2,440+38.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $627 | $7,972-92.1% | $10,843-94.2% | $5,124-87.8% |