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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 | $15,545 | $141,001-89.0% | $112,228-86.1% | $139,487-88.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.77% | 32.75%-30.0pp | 30.23%-27.5pp | 373.84%-371.1pp |
| Employer contribution / active EE | $2,232 | $4,285-47.9% | $3,432-34.9% | $4,755-53.0% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,889 | $9,959-10.7% | $7,752+14.7% | $11,407-22.1% |