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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 | $67,894-93.0% | $89,340-94.7% | $82,448-94.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.72% | 19.21%-9.5pp | 20.57%-10.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $913 | $1,828-50.1% | $2,231-59.1% | $2,551-64.2% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $906 | $5,723-84.2% | $6,704-86.5% | $7,234-87.5% |