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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 | $28,042 | $101,795-72.5% | $165,100-83.0% | $80,959-65.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 4.68% | 16.73%-12.0pp | 70.21%-65.5pp | 35.67%-31.0pp |
| Employer contribution / active EE | $3,102 | $2,954+5.0% | $4,348-28.6% | $2,757+12.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,484 | $8,221-82.0% | $12,696-88.3% | $6,925-78.6% |