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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 | $3,960 | $85,196-95.4% | $76,383-94.8% | $145,897-97.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 1.93% | 13.13%-11.2pp | 13.79%-11.9pp | 552.29%-550.4pp |
| Employer contribution / active EE | $1,637 | $5,268-68.9% | $4,587-64.3% | $4,663-64.9% |
| Participant deferral / active EE | $2,007 | $6,386-68.6% | $5,474-63.3% | $6,689-70.0% |
| Admin fee / account holder | $383 | $5,786-93.4% | $5,147-92.6% | $13,390-97.1% |