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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 | $7,858 | $81,331-90.3% | $155,534-94.9% | $80,935-90.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.50% | 33.37%-24.9pp | 64.92%-56.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $495 | $3,105-84.1% | $4,675-89.4% | $2,757-82.1% |
| Participant deferral / active EE | $1,109 | $3,454-67.9% | $5,630-80.3% | $4,299-74.2% |
| Admin fee / account holder | $2,216 | $7,999-72.3% | $15,900-86.1% | $6,924-68.0% |