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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 | $12,653 | $85,171-85.1% | $172,753-92.7% | $72,976-82.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.28% | 27.32%-13.0pp | 803.00%-788.7pp | 81.02%-66.7pp |
| Employer contribution / active EE | $514 | $3,324-84.5% | $5,144-90.0% | $2,440-78.9% |
| Participant deferral / active EE | $1,313 | $3,260-59.7% | $5,198-74.7% | $3,608-63.6% |
| Admin fee / account holder | $5,424 | $5,880-7.8% | $13,956-61.1% | $5,124+5.8% |