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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 | $17,889 | $85,766-79.1% | $136,298-86.9% | $70,126-74.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.43% | 31.46%-28.0pp | 5156.27%-5152.8pp | 73.15%-69.7pp |
| Employer contribution / active EE | $1,082 | $2,966-63.5% | $4,696-77.0% | $2,343-53.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $779 | $5,421-85.6% | $9,244-91.6% | $4,645-83.2% |