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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 | $114,712-92.6% | $173,730-95.1% | $87,485-90.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 9.31% | 20.18%-10.9pp | 19.96%-10.6pp | 26.06%-16.8pp |
| Employer contribution / active EE | $1,642 | $2,904-43.5% | $4,577-64.1% | $2,596-36.8% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $431 | $10,210-95.8% | $17,523-97.5% | $7,775-94.5% |