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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 | $19,164 | $101,795-81.2% | $165,100-88.4% | $80,959-76.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.53% | 16.73%-6.2pp | 70.21%-59.7pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,235 | $2,954-24.3% | $4,348-48.6% | $2,757-18.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $543 | $8,221-93.4% | $12,696-95.7% | $6,925-92.2% |