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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 | $8,733 | $50,082-82.6% | $93,406-90.6% | $79,858-89.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 1.75% | 24.59%-22.8pp | 78.05%-76.3pp | 31.72%-30.0pp |
| Employer contribution / active EE | $613 | $1,303-52.9% | $2,075-70.4% | $2,471-75.2% |
| Participant deferral / active EE | $2,587 | $2,212+16.9% | $3,126-17.2% | $3,740-30.8% |
| Admin fee / account holder | $2,417 | $3,454-30.0% | $5,230-53.8% | $5,306-54.4% |