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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 | $13,451 | $71,230-81.1% | $93,727-85.6% | $80,959-83.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.24% | 11.26%-2.0pp | 133.83%-124.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $540 | $1,565-65.5% | $2,421-77.7% | $2,757-80.4% |
| Participant deferral / active EE | $1,362 | $4,037-66.3% | $4,417-69.2% | $4,300-68.3% |
| Admin fee / account holder | $5,281 | $6,961-24.1% | $8,292-36.3% | $6,925-23.7% |