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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 | $19,853 | $274,299-92.8% | $274,299-92.8% | $286,788-93.1% |
| Participation rate | 100.0% | 43.5%+56.5pp | 39.8%+60.2pp | 37.6%+62.4pp |
| Annual return | 0.10% | 8.66%-8.6pp | 8.84%-8.7pp | 9.30%-9.2pp |
| Employer contribution / active EE | $11,908 | $69,684-82.9% | $67,498-82.4% | $43,746-72.8% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $5,999 | $46,528-87.1% | $46,528-87.1% | $12,596-52.4% |