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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 | $16,330 | $65,034-74.9% | $90,970-82.0% | $79,856-79.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.28% | 30.45%-21.2pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $420 | $1,247-66.3% | $2,122-80.2% | $2,471-83.0% |
| Participant deferral / active EE | $1,749 | $2,512-30.4% | $3,373-48.1% | $3,741-53.2% |
| Admin fee / account holder | $730 | $4,536-83.9% | $5,961-87.7% | $5,306-86.2% |