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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 | $11,740 | $85,171-86.2% | $172,752-93.2% | $72,975-83.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.71% | 27.32%-12.6pp | 802.97%-788.3pp | 81.01%-66.3pp |
| Employer contribution / active EE | $1,624 | $3,324-51.1% | $5,144-68.4% | $2,440-33.5% |
| Participant deferral / active EE | $1,574 | $3,260-51.7% | $5,198-69.7% | $3,608-56.4% |
| Admin fee / account holder | $2,764 | $5,880-53.0% | $13,955-80.2% | $5,124-46.1% |