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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 | $20,993 | $70,418-70.2% | $96,570-78.3% | $85,847-75.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 7.84% | 18.59%-10.8pp | 37.79%-30.0pp | 318.61%-310.8pp |
| Employer contribution / active EE | $490 | $1,413-65.4% | $2,357-79.2% | $2,565-80.9% |
| Participant deferral / active EE | $2,350 | $2,894-18.8% | $3,849-38.9% | $3,952-40.5% |
| Admin fee / account holder | $1,710 | $4,995-65.8% | $6,182-72.3% | $6,261-72.7% |