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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 | $14,837 | $58,493-74.6% | $84,023-82.3% | $72,976-79.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 1.93% | 28.93%-27.0pp | 71.32%-69.4pp | 81.02%-79.1pp |
| Employer contribution / active EE | $1,881 | $1,163+61.8% | $1,984-5.2% | $2,440-22.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,011 | $4,569-77.9% | $6,102-83.4% | $5,124-80.3% |