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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 | $7,697 | $68,305-88.7% | $303,122-97.5% | $68,305-88.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 90.9%+9.1pp | 63.0%+37.0pp |
| Annual return | 0.84% | 1.09%-0.3pp | 6.19%-5.3pp | 1.09%-0.3pp |
| Employer contribution / active EE | $2,212 | $3,552-37.7% | $44,609-95.0% | $3,552-37.7% |
| Participant deferral / active EE | $0 | $2,726-100.0% | $10,417-100.0% | $2,726-100.0% |
| Admin fee / account holder | $669 | $3,885-82.8% | $3,189-79.0% | $3,885-82.8% |