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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 | $15,693 | $56,894-72.4% | $84,753-81.5% | $62,881-75.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.87% | 6.30%-4.4pp | 22.78%-20.9pp | 20.14%-18.3pp |
| Employer contribution / active EE | $3,225 | $2,400+34.4% | $3,574-9.8% | $2,281+41.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $923 | $3,581-74.2% | $5,333-82.7% | $4,296-78.5% |