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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 | $30,319-59.0% | $181,922-93.2% | $30,319-59.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 91.6%+8.4pp | 66.5%+33.5pp |
| Annual return | 3.95% | 6.38%-2.4pp | 11.09%-7.1pp | 6.38%-2.4pp |
| Employer contribution / active EE | $1,967 | $4,590-57.2% | $8,201-76.0% | $4,590-57.2% |
| Participant deferral / active EE | $0 | $6,277-100.0% | $453-100.0% | $6,277-100.0% |
| Admin fee / account holder | $1,936 | $1,213+59.5% | $144,726-98.7% | $1,213+59.5% |