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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 | $6,221 | $57,590-89.2% | $86,233-92.8% | $82,448-92.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 6.98% | 22.41%-15.4pp | 61.39%-54.4pp | 41.64%-34.7pp |
| Employer contribution / active EE | $1,070 | $1,655-35.4% | $2,504-57.3% | $2,551-58.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $556 | $4,730-88.2% | $8,342-93.3% | $7,234-92.3% |