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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 | $10,204 | $53,127-80.8% | $86,597-88.2% | $70,131-85.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.41% | 27.66%-16.2pp | 964.96%-953.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,836 | $2,068+37.1% | $2,840-0.1% | $2,342+21.1% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,284 | $3,585-64.2% | $4,906-73.8% | $4,645-72.4% |