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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 | $75,720-93.8% | $90,312-94.8% | $86,983-94.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 9.72% | 18.55%-8.8pp | 18.90%-9.2pp | 25.83%-16.1pp |
| Employer contribution / active EE | $913 | $1,945-53.1% | $2,243-59.3% | $2,584-64.7% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $906 | $6,201-85.4% | $8,248-89.0% | $7,856-88.5% |