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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 | $101,752-81.2% | $164,928-88.4% | $80,911-76.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.53% | 16.73%-6.2pp | 70.08%-59.5pp | 35.63%-25.1pp |
| Employer contribution / active EE | $2,235 | $2,953-24.3% | $4,343-48.5% | $2,756-18.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $543 | $8,218-93.4% | $12,684-95.7% | $6,935-92.2% |