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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 | $7,330 | $106,524-93.1% | $152,301-95.2% | $87,485-91.6% |
| Participation rate | 91.2% | 75.8%+15.5pp | 82.4%+8.8pp | 68.9%+22.3pp |
| Annual return | 0.00% | 26.89%-26.9pp | 80.50%-80.5pp | 26.06%-26.1pp |
| Employer contribution / active EE | $4,330 | $3,371+28.4% | $4,624-6.4% | $2,596+66.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $308 | $8,287-96.3% | $14,398-97.9% | $7,775-96.0% |