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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 | $13,253 | $84,236-84.3% | $170,435-92.2% | $70,126-81.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.02% | 23.06%-14.0pp | 205.94%-196.9pp | 73.15%-64.1pp |
| Employer contribution / active EE | $500 | $3,387-85.2% | $5,432-90.8% | $2,343-78.7% |
| Participant deferral / active EE | $2,052 | $3,086-33.5% | $4,939-58.5% | $3,332-38.4% |
| Admin fee / account holder | $1,153 | $5,698-79.8% | $13,881-91.7% | $4,645-75.2% |