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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 | $14,545 | $83,898-82.7% | $133,346-89.1% | $94,015-84.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 9.52% | 16.00%-6.5pp | 36.85%-27.3pp | 17.84%-8.3pp |
| Employer contribution / active EE | $4,024 | $1,821+121.0% | $2,853+41.0% | $2,790+44.2% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,168 | $7,809-8.2% | $14,264-49.7% | $8,951-19.9% |