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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 | $7,548 | $72,273-89.6% | $101,275-92.5% | $79,856-90.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.15% | 22.30%-18.1pp | 46.48%-42.3pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,794 | $2,691-33.3% | $3,660-51.0% | $2,471-27.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,301 | $4,401-70.4% | $5,948-78.1% | $5,306-75.5% |