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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 | $7,082 | $76,312-90.7% | $67,221-89.5% | $158,950-95.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.16% | 22.77%-20.6pp | 20.72%-18.6pp | 302.91%-300.7pp |
| Employer contribution / active EE | $1,968 | $4,476-56.0% | $3,723-47.2% | $4,762-58.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,215 | $8,005-84.8% | $5,844-79.2% | $11,248-89.2% |