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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 | $14,799 | $62,672-76.4% | $185,117-92.0% | $70,126-78.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 12.94% | 40.79%-27.8pp | 40.50%-27.6pp | 73.15%-60.2pp |
| Employer contribution / active EE | $837 | $1,753-52.2% | $4,182-80.0% | $2,343-64.3% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $424 | $3,932-89.2% | $8,159-94.8% | $4,645-90.9% |