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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 | $9,407 | $48,364-80.5% | $71,796-86.9% | $62,881-85.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -0.05% | 13.16%-13.2pp | 78.04%-78.1pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,541 | $1,042+47.9% | $1,924-19.9% | $2,281-32.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,184 | $3,771-68.6% | $4,815-75.4% | $4,296-72.4% |