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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 | $10,611 | $65,712-83.9% | $57,196-81.4% | $273,972-96.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.14% | 22.01%-21.9pp | 14.59%-14.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,856 | $3,280-12.9% | $2,683+6.5% | $4,869-41.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,374 | $4,838-71.6% | $3,141-56.3% | $10,133-86.4% |