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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 | $12,358 | $98,652-87.5% | $142,942-91.4% | $82,448-85.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 9.93% | 22.65%-12.7pp | 113.70%-103.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,587 | $3,211-50.6% | $4,139-61.7% | $2,551-37.8% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,089 | $8,078-86.5% | $12,475-91.3% | $7,234-84.9% |