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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 | $7,840 | $84,236-90.7% | $170,435-95.4% | $70,126-88.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 1.07% | 23.06%-22.0pp | 205.94%-204.9pp | 73.15%-72.1pp |
| Employer contribution / active EE | $1,449 | $3,387-57.2% | $5,432-73.3% | $2,343-38.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,064 | $5,698-81.3% | $13,881-92.3% | $4,645-77.1% |