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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 | $8,762 | $76,550-88.6% | $123,894-92.9% | $62,881-86.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.45% | 18.67%-17.2pp | 47.52%-46.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,396 | $2,882-51.6% | $4,617-69.8% | $2,281-38.8% |
| Participant deferral / active EE | $2,780 | $4,840-42.6% | $5,984-53.5% | $3,203-13.2% |
| Admin fee / account holder | $982 | $4,826-79.7% | $8,357-88.3% | $4,296-77.1% |