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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 | $5,586 | $64,920-91.4% | $103,693-94.6% | $86,983-93.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 7.88% | 30.29%-22.4pp | 47.61%-39.7pp | 25.83%-18.0pp |
| Employer contribution / active EE | $1,413 | $2,141-34.0% | $2,920-51.6% | $2,584-45.3% |
| Participant deferral / active EE | $2,163 | $3,241-33.2% | $4,579-52.8% | $4,194-48.4% |
| Admin fee / account holder | $925 | $6,191-85.1% | $7,858-88.2% | $7,856-88.2% |