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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 | $24,713 | $81,494-69.7% | $133,978-81.6% | $73,497-66.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 3.15% | 19.40%-16.2pp | 45.10%-41.9pp | 28.51%-25.4pp |
| Employer contribution / active EE | $9,709 | $2,210+339.4% | $3,919+147.7% | $2,270+327.7% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $316 | $713-55.7% | $8,930-96.5% | $513-38.4% |