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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 | $6,486 | $70,486-90.8% | $100,535-93.5% | $79,856-91.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 8.11% | 21.90%-13.8pp | 30.90%-22.8pp | 31.71%-23.6pp |
| Employer contribution / active EE | $333 | $2,165-84.6% | $3,419-90.2% | $2,471-86.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,958 | $4,480-11.7% | $8,085-51.0% | $5,306-25.4% |