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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 | $6,035 | $58,099-89.6% | $76,902-92.2% | $75,177-92.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 6.27% | 26.71%-20.4pp | 37.91%-31.6pp | 160.75%-154.5pp |
| Employer contribution / active EE | $1,743 | $1,996-12.6% | $2,534-31.2% | $2,671-34.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $323 | $4,778-93.2% | $5,479-94.1% | $5,651-94.3% |