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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 | $8,285 | $45,050-81.6% | $63,018-86.9% | $70,126-88.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 7.74% | 18.76%-11.0pp | 87.62%-79.9pp | 73.15%-65.4pp |
| Employer contribution / active EE | $886 | $2,052-56.8% | $2,761-67.9% | $2,343-62.2% |
| Participant deferral / active EE | $752 | $2,466-69.5% | $3,330-77.4% | $3,332-77.4% |
| Admin fee / account holder | $1,665 | $2,834-41.2% | $3,601-53.7% | $4,645-64.2% |