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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 | $6,937 | $65,712-89.4% | $57,196-87.9% | $273,972-97.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.62% | 22.01%-25.6pp | 14.59%-18.2pp | 41.46%-45.1pp |
| Employer contribution / active EE | $750 | $3,280-77.1% | $2,683-72.0% | $4,869-84.6% |
| Participant deferral / active EE | $1,826 | $3,782-51.7% | $3,096-41.0% | $5,287-65.5% |
| Admin fee / account holder | $563 | $4,838-88.4% | $3,141-82.1% | $10,133-94.4% |