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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 | $6,910 | $51,466-86.6% | $78,778-91.2% | $62,293-88.9% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.32% | 19.96%-8.6pp | 35.62%-24.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $392 | $827-52.6% | $1,986-80.2% | $2,042-80.8% |
| Participant deferral / active EE | $1,739 | $2,147-19.0% | $2,958-41.2% | $3,169-45.1% |
| Admin fee / account holder | $666 | $489+36.1% | $5,134-87.0% | $479+39.0% |