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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 | $10,806 | $67,021-83.9% | $239,375-95.5% | $67,021-83.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 99.7%+0.3pp | 73.1%+26.9pp |
| Annual return | 1.28% | 48.20%-46.9pp | -11.52%+12.8pp | 48.20%-46.9pp |
| Employer contribution / active EE | $1,372 | $2,570-46.6% | $33,162-95.9% | $2,570-46.6% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $0 | $2,835-100.0% |
| Admin fee / account holder | $979 | $5,490-82.2% | $313,440-99.7% | $5,490-82.2% |