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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 | $16,504 | $70,418-76.6% | $96,570-82.9% | $85,847-80.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.27% | 18.59%-9.3pp | 37.79%-28.5pp | 318.61%-309.3pp |
| Employer contribution / active EE | $2,426 | $1,413+71.7% | $2,357+2.9% | $2,565-5.4% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,908 | $4,995-41.8% | $6,182-53.0% | $6,261-53.6% |