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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 | $15,358 | $146,267-89.5% | $197,124-92.2% | $82,448-81.4% |
| Participation rate | 95.9% | 84.0%+11.9pp | 86.7%+9.2pp | 68.1%+27.8pp |
| Annual return | 10.25% | 29.61%-19.4pp | 44.34%-34.1pp | 41.64%-31.4pp |
| Employer contribution / active EE | $2,055 | $4,723-56.5% | $6,227-67.0% | $2,551-19.4% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,651 | $14,422-88.6% | $16,298-89.9% | $7,234-77.2% |