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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 | $20,825 | $99,079-79.0% | $78,002-73.3% | $273,972-92.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.58% | 217.93%-217.4pp | 425.99%-425.4pp | 41.46%-40.9pp |
| Employer contribution / active EE | $679 | $3,308-79.5% | $2,470-72.5% | $4,869-86.0% |
| Participant deferral / active EE | $1,137 | $4,306-73.6% | $3,497-67.5% | $5,287-78.5% |
| Admin fee / account holder | $709 | $8,954-92.1% | $5,481-87.1% | $10,133-93.0% |