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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 | $11,711 | $56,277-79.2% | $80,976-85.5% | $62,891-81.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.25% | 22.12%-16.9pp | 17.10%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,520 | $1,943-21.7% | $3,714-59.1% | $2,281-33.3% |
| Participant deferral / active EE | $2,115 | $4,195-49.6% | $5,696-62.9% | $3,203-34.0% |
| Admin fee / account holder | $6,450 | $3,741+72.4% | $5,516+16.9% | $4,296+50.2% |