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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 | $4,527 | $81,504-94.4% | $102,437-95.6% | $80,959-94.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 5.63% | 25.60%-20.0pp | 24.95%-19.3pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,406 | $3,104-54.7% | $3,871-63.7% | $2,757-49.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $393 | $6,719-94.2% | $8,388-95.3% | $6,925-94.3% |