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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 | $28,917 | $101,795-71.6% | $165,100-82.5% | $80,959-64.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 2.53% | 16.73%-14.2pp | 70.21%-67.7pp | 35.67%-33.1pp |
| Employer contribution / active EE | $870 | $2,954-70.6% | $4,348-80.0% | $2,757-68.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $502 | $8,221-93.9% | $12,696-96.0% | $6,925-92.8% |