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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 | $12,433 | $35,209-64.7% | $181,922-93.2% | $35,209-64.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 91.6%+8.4pp | 68.0%+32.0pp |
| Annual return | 3.95% | 7.46%-3.5pp | 11.09%-7.1pp | 7.46%-3.5pp |
| Employer contribution / active EE | $1,967 | $3,546-44.5% | $8,201-76.0% | $3,546-44.5% |
| Participant deferral / active EE | $0 | $3,634-100.0% | $453-100.0% | $3,634-100.0% |
| Admin fee / account holder | $1,936 | $6,138-68.5% | $144,726-98.7% | $6,138-68.5% |