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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 | $8,969 | $53,128-83.1% | $86,582-89.6% | $70,126-87.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.61% | 27.66%-17.1pp | 965.08%-954.5pp | 73.15%-62.5pp |
| Employer contribution / active EE | $753 | $2,068-63.6% | $2,839-73.5% | $2,343-67.8% |
| Participant deferral / active EE | $1,467 | $2,695-45.6% | $3,609-59.3% | $3,332-56.0% |
| Admin fee / account holder | $581 | $3,584-83.8% | $4,904-88.1% | $4,645-87.5% |