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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 | $20,262 | $88,370-77.1% | $112,977-82.1% | $79,856-74.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 0.22% | 23.16%-22.9pp | 24.24%-24.0pp | 31.71%-31.5pp |
| Employer contribution / active EE | $3,028 | $3,398-10.9% | $4,255-28.8% | $2,471+22.5% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,741-100.0% |
| Admin fee / account holder | $331 | $5,750-94.2% | $6,294-94.7% | $5,306-93.8% |