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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 | $4,726 | $72,607-93.5% | $90,259-94.8% | $87,485-94.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 9.72% | 18.59%-8.9pp | 18.88%-9.2pp | 26.06%-16.3pp |
| Employer contribution / active EE | $913 | $1,919-52.4% | $2,291-60.2% | $2,596-64.8% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $906 | $5,947-84.8% | $7,267-87.5% | $7,775-88.3% |