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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 | $77,574-94.5% | $108,753-96.1% | $86,983-95.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 7.70% | 18.42%-10.7pp | 37.47%-29.8pp | 25.83%-18.1pp |
| Employer contribution / active EE | $564 | $1,611-65.0% | $2,427-76.7% | $2,584-78.2% |
| Participant deferral / active EE | $2,600 | $3,128-16.9% | $4,115-36.8% | $4,194-38.0% |
| Admin fee / account holder | $594 | $6,529-90.9% | $10,320-94.2% | $7,856-92.4% |