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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 | $7,910 | $45,041-82.4% | $63,003-87.4% | $70,131-88.7% |
| Participation rate | 98.3% | 69.5%+28.8pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 8.45% | 18.76%-10.3pp | 87.59%-79.1pp | 73.14%-64.7pp |
| Employer contribution / active EE | $700 | $2,052-65.9% | $2,760-74.6% | $2,342-70.1% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $630 | $2,836-77.8% | $3,600-82.5% | $4,645-86.4% |