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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 | $15,032 | $41,377-63.7% | $109,313-86.2% | $62,881-76.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 0.15% | 11.05%-10.9pp | 22.07%-21.9pp | 20.14%-20.0pp |
| Employer contribution / active EE | $2,412 | $1,276+89.0% | $3,892-38.0% | $2,281+5.8% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,759 | $2,884-4.3% | $5,666-51.3% | $4,296-35.8% |