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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 | $86,330-94.5% | $121,871-96.1% | $94,015-95.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 9.72% | 14.95%-5.2pp | 13.57%-3.8pp | 17.84%-8.1pp |
| Employer contribution / active EE | $913 | $2,292-60.2% | $2,731-66.6% | $2,790-67.3% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $906 | $7,346-87.7% | $11,551-92.2% | $8,951-89.9% |