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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 | $8,602 | $69,590-87.6% | $136,867-93.7% | $94,015-90.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 0.19% | 19.62%-19.4pp | 42.97%-42.8pp | 17.84%-17.7pp |
| Employer contribution / active EE | $1,905 | $2,396-20.5% | $3,547-46.3% | $2,790-31.7% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $736 | $8,912-91.7% | $10,340-92.9% | $8,951-91.8% |