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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 | $9,445 | $72,177-86.9% | $115,038-91.8% | $59,633-84.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.54% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,265 | $2,841-55.5% | $4,608-72.5% | $2,203-42.6% |
| Participant deferral / active EE | $2,619 | $4,783-45.2% | $6,026-56.5% | $3,192-17.9% |
| Admin fee / account holder | $1,203 | $4,927-75.6% | $8,175-85.3% | $4,297-72.0% |