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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 | $10,801 | $76,834-85.9% | $108,359-90.0% | $87,485-87.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 4.61% | 19.09%-14.5pp | 36.89%-32.3pp | 26.06%-21.4pp |
| Employer contribution / active EE | $929 | $1,556-40.3% | $2,399-61.3% | $2,596-64.2% |
| Participant deferral / active EE | $1,333 | $3,100-57.0% | $4,137-67.8% | $4,274-68.8% |
| Admin fee / account holder | $974 | $6,537-85.1% | $9,741-90.0% | $7,775-87.5% |