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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 | $12,792 | $56,054-77.2% | $171,082-92.5% | $62,881-79.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.06% | 22.52%-18.5pp | 32.56%-28.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $2,569 | $1,731+48.4% | $4,002-35.8% | $2,281+12.6% |
| Participant deferral / active EE | $1,107 | $3,158-65.0% | $4,797-76.9% | $3,203-65.5% |
| Admin fee / account holder | $658 | $3,647-82.0% | $8,520-92.3% | $4,296-84.7% |