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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 | $12,745 | $48,364-73.6% | $71,796-82.2% | $62,881-79.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.21% | 13.16%-10.9pp | 78.04%-75.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,905 | $1,042+82.8% | $1,924-1.0% | $2,281-16.5% |
| Participant deferral / active EE | $1,978 | $2,091-5.4% | $2,794-29.2% | $3,203-38.2% |
| Admin fee / account holder | $1,899 | $3,771-49.6% | $4,815-60.6% | $4,296-55.8% |