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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 | $5,283 | $103,393-94.9% | $87,103-93.9% | $152,909-96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.79% | 28.10%-27.3pp | 28.19%-27.4pp | 345.46%-344.7pp |
| Employer contribution / active EE | $1,600 | $3,221-50.3% | $2,521-36.6% | $4,764-66.4% |
| Participant deferral / active EE | $3,360 | $4,778-29.7% | $4,049-17.0% | $5,851-42.6% |
| Admin fee / account holder | $2,414 | $12,195-80.2% | $7,491-67.8% | $11,601-79.2% |