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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 | $11,035 | $77,638-85.8% | $156,551-93.0% | $62,881-82.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.84% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $929 | $3,444-73.0% | $5,501-83.1% | $2,281-59.3% |
| Participant deferral / active EE | $1,160 | $3,046-61.9% | $4,871-76.2% | $3,203-63.8% |
| Admin fee / account holder | $333 | $5,561-94.0% | $13,028-97.4% | $4,296-92.3% |