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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 | $14,428 | $97,550-85.2% | $120,344-88.0% | $87,485-83.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 9.09% | 18.41%-9.3pp | 20.30%-11.2pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,004 | $2,291-56.2% | $3,020-66.8% | $2,596-61.3% |
| Participant deferral / active EE | $1,965 | $4,230-53.5% | $5,135-61.7% | $4,274-54.0% |
| Admin fee / account holder | $27,100 | $9,543+184.0% | $12,742+112.7% | $7,775+248.6% |