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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 | $10,552 | $54,541-80.7% | $78,778-86.6% | $70,126-85.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 3.06% | 21.07%-18.0pp | 35.62%-32.6pp | 73.15%-70.1pp |
| Employer contribution / active EE | $1,571 | $1,089+44.3% | $1,986-20.9% | $2,343-33.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $779 | $3,709-79.0% | $5,134-84.8% | $4,645-83.2% |