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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 | $145,431-93.2% | $211,142-95.3% | $87,485-88.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 2.34% | 27.21%-24.9pp | 46.84%-44.5pp | 26.06%-23.7pp |
| Employer contribution / active EE | $3,002 | $4,662-35.6% | $6,442-53.4% | $2,596+15.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $619 | $17,052-96.4% | $19,076-96.8% | $7,775-92.0% |