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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 | $101,302-87.8% | $149,600-91.7% | $82,637-85.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | 9.93% | 21.39%-11.5pp | 129.59%-119.7pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,587 | $3,099-48.8% | $4,193-62.1% | $2,552-37.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $7,203-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,089 | $8,449-87.1% | $13,963-92.2% | $7,339-85.2% |