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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 | $15,193 | $63,904-76.2% | $89,340-83.0% | $67,986-77.7% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 11.68% | 18.09%-6.4pp | 20.57%-8.9pp | 31.67%-20.0pp |
| Employer contribution / active EE | $450 | $1,627-72.3% | $2,231-79.8% | $2,019-77.7% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $660 | $3,315-80.1% | $6,704-90.1% | $3,203-79.4% |