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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 | $9,380 | $90,486-89.6% | $78,676-88.1% | $273,972-96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.66% | 75.62%-75.0pp | 62.19%-61.5pp | 41.46%-40.8pp |
| Employer contribution / active EE | $2,392 | $3,175-24.7% | $2,850-16.1% | $4,869-50.9% |
| Participant deferral / active EE | $1,119 | $3,901-71.3% | $3,517-68.2% | $5,287-78.8% |
| Admin fee / account holder | $3,476 | $5,263-34.0% | $4,510-22.9% | $10,133-65.7% |