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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 | $10,265 | $90,538-88.7% | $88,457-88.4% | $154,746-93.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 9.70% | 37.97%-28.3pp | 32.69%-23.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,659 | $6,073-72.7% | $5,667-70.7% | $6,730-75.4% |
| Admin fee / account holder | $546 | $10,337-94.7% | $9,606-94.3% | $14,365-96.2% |