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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 | $6,591 | $56,287-88.3% | $80,977-91.9% | $62,881-89.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.34% | 22.13%-16.8pp | 17.11%-11.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,503 | $1,943-22.6% | $3,715-59.5% | $2,281-34.1% |
| Participant deferral / active EE | $1,766 | $4,196-57.9% | $5,696-69.0% | $3,203-44.9% |
| Admin fee / account holder | $770 | $3,742-79.4% | $5,517-86.0% | $4,296-82.1% |