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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 | $6,478 | $35,183-81.6% | $73,545-91.2% | $70,124-90.8% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 10.12% | 26.90%-16.8pp | -15.16%+25.3pp | 73.14%-63.0pp |
| Employer contribution / active EE | $679 | $709-4.2% | $1,219-44.3% | $2,342-71.0% |
| Participant deferral / active EE | $883 | $1,220-27.7% | $1,806-51.1% | $3,332-73.5% |
| Admin fee / account holder | $1,251 | $2,302-45.7% | $2,320-46.1% | $4,645-73.1% |