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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 | $12,599 | $85,171-85.2% | $172,752-92.7% | $72,975-82.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.25% | 27.32%-22.1pp | 802.97%-797.7pp | 81.01%-75.8pp |
| Employer contribution / active EE | $569 | $3,324-82.9% | $5,144-88.9% | $2,440-76.7% |
| Participant deferral / active EE | $2,074 | $3,260-36.4% | $5,198-60.1% | $3,608-42.5% |
| Admin fee / account holder | $1,109 | $5,880-81.1% | $13,955-92.1% | $5,124-78.4% |