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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 | $9,825 | $146,267-93.3% | $197,124-95.0% | $82,448-88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 2.34% | 29.61%-27.3pp | 44.34%-42.0pp | 41.64%-39.3pp |
| Employer contribution / active EE | $3,002 | $4,723-36.4% | $6,227-51.8% | $2,551+17.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $619 | $14,422-95.7% | $16,298-96.2% | $7,234-91.4% |