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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 | $8,448 | $123,478-93.2% | $216,567-96.1% | $94,015-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 9.31% | 23.61%-14.3pp | 12.94%-3.6pp | 17.84%-8.5pp |
| Employer contribution / active EE | $1,642 | $3,136-47.6% | $5,216-68.5% | $2,790-41.1% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $431 | $12,753-96.6% | $21,981-98.0% | $8,951-95.2% |