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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 | $10,190 | $72,486-85.9% | $87,103-88.3% | $72,976-86.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.36% | 24.46%-20.1pp | 28.19%-23.8pp | 81.02%-76.7pp |
| Employer contribution / active EE | $1,881 | $1,894-0.7% | $2,521-25.4% | $2,440-22.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $793 | $5,055-84.3% | $7,491-89.4% | $5,124-84.5% |