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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 | $4,243 | $76,834-94.5% | $108,359-96.1% | $87,485-95.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 7.70% | 19.09%-11.4pp | 36.89%-29.2pp | 26.06%-18.4pp |
| Employer contribution / active EE | $564 | $1,556-63.7% | $2,399-76.5% | $2,596-78.3% |
| Participant deferral / active EE | $2,600 | $3,100-16.1% | $4,137-37.2% | $4,274-39.2% |
| Admin fee / account holder | $594 | $6,537-90.9% | $9,741-93.9% | $7,775-92.4% |