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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 | $13,835 | $87,132-84.1% | $105,624-86.9% | $80,959-82.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 5.71% | 17.03%-11.3pp | 116.20%-110.5pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,505 | $2,397-37.2% | $3,168-52.5% | $2,757-45.4% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $387 | $8,449-95.4% | $10,961-96.5% | $6,925-94.4% |