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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 | $60,442-89.7% | $96,754-93.6% | $87,485-92.9% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 6.98% | 21.97%-15.0pp | 82.04%-75.1pp | 26.06%-19.1pp |
| Employer contribution / active EE | $1,070 | $1,691-36.7% | $2,679-60.1% | $2,596-58.8% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $556 | $5,069-89.0% | $8,905-93.8% | $7,775-92.8% |