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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 | $24,774 | $86,949-71.5% | $102,460-75.8% | $80,959-69.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 2.12% | 18.89%-16.8pp | 29.47%-27.3pp | 35.67%-33.5pp |
| Employer contribution / active EE | $2,909 | $2,370+22.8% | $3,025-3.8% | $2,757+5.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,600 | $8,048-42.8% | $9,460-51.4% | $6,925-33.6% |