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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 | $76,834-81.1% | $108,359-86.6% | $87,485-83.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.52% | 19.09%-9.6pp | 36.89%-27.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $4,024 | $1,556+158.5% | $2,399+67.7% | $2,596+55.0% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,168 | $6,537+9.7% | $9,741-26.4% | $7,775-7.8% |