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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 | $7,030 | $48,337-85.5% | $67,560-89.6% | $80,959-91.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.29% | 18.26%-8.0pp | 3533.50%-3523.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $452 | $2,023-77.6% | $2,737-83.5% | $2,757-83.6% |
| Participant deferral / active EE | $1,271 | $2,928-56.6% | $4,004-68.3% | $4,300-70.4% |
| Admin fee / account holder | $330 | $3,695-91.1% | $3,994-91.7% | $6,925-95.2% |