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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 | $17,461 | $83,485-79.1% | $125,195-86.1% | $72,976-76.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.06% | 25.77%-9.7pp | 43.79%-27.7pp | 81.02%-65.0pp |
| Employer contribution / active EE | $3,000 | $2,346+27.9% | $3,866-22.4% | $2,440+22.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $511 | $5,518-90.7% | $9,704-94.7% | $5,124-90.0% |