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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 | $13,353 | $101,752-86.9% | $164,928-91.9% | $80,911-83.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 7.65% | 16.73%-9.1pp | 70.08%-62.4pp | 35.63%-28.0pp |
| Employer contribution / active EE | $4,104 | $2,953+39.0% | $4,343-5.5% | $2,756+48.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $535 | $8,218-93.5% | $12,684-95.8% | $6,935-92.3% |