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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 | $8,530 | $61,660-86.2% | $80,022-89.3% | $64,173-86.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -10.82% | -0.33%-10.5pp | 11.22%-22.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,282 | $1,810-29.2% | $2,468-48.1% | $2,381-46.2% |
| Participant deferral / active EE | $2,420 | $2,968-18.4% | $3,686-34.3% | $3,470-30.2% |
| Admin fee / account holder | $937 | $5,417-82.7% | $6,521-85.6% | $4,887-80.8% |