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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 | $115,931-92.7% | $185,441-95.4% | $86,983-90.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 9.31% | 21.47%-12.2pp | 20.16%-10.9pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,642 | $2,937-44.1% | $4,672-64.9% | $2,584-36.5% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $431 | $10,687-96.0% | $17,890-97.6% | $7,856-94.5% |