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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 | $8,679 | $117,846-92.6% | $102,434-91.5% | $145,884-94.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.22% | 31.90%-28.7pp | 29.46%-26.2pp | 551.85%-548.6pp |
| Employer contribution / active EE | $1,500 | $3,615-58.5% | $3,023-50.4% | $4,662-67.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $309 | $13,356-97.7% | $9,462-96.7% | $13,392-97.7% |