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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 | $3,527 | $73,988-95.2% | $96,538-96.3% | $75,177-95.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 8.35% | 26.73%-18.4pp | 35.74%-27.4pp | 160.75%-152.4pp |
| Employer contribution / active EE | $1,474 | $2,930-49.7% | $3,740-60.6% | $2,671-44.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $448 | $5,220-91.4% | $6,737-93.4% | $5,651-92.1% |