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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 | $18,327 | $67,602-72.9% | $82,312-77.7% | $70,126-73.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.89% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,064 | $1,755-39.4% | $2,428-56.2% | $2,343-54.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $356 | $4,512-92.1% | $5,608-93.7% | $4,645-92.3% |