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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 | $6,595 | $86,938-92.4% | $102,423-93.6% | $80,925-91.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 5.02% | 18.89%-13.9pp | 29.42%-24.4pp | 35.65%-30.6pp |
| Employer contribution / active EE | $847 | $2,369-64.3% | $3,023-72.0% | $2,756-69.3% |
| Participant deferral / active EE | $2,070 | $4,120-49.8% | $5,054-59.0% | $4,299-51.8% |
| Admin fee / account holder | $456 | $8,053-94.3% | $9,455-95.2% | $6,940-93.4% |