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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 | $10,814 | $45,050-76.0% | $63,018-82.8% | $70,126-84.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.13% | 18.76%-9.6pp | 87.62%-78.5pp | 73.15%-64.0pp |
| Employer contribution / active EE | $791 | $2,052-61.4% | $2,761-71.3% | $2,343-66.2% |
| Participant deferral / active EE | $1,112 | $2,466-54.9% | $3,330-66.6% | $3,332-66.6% |
| Admin fee / account holder | $755 | $2,834-73.4% | $3,601-79.0% | $4,645-83.8% |