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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 | $11,057 | $45,043-75.5% | $63,005-82.5% | $70,124-84.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 5.36% | 18.76%-13.4pp | 87.59%-82.2pp | 73.14%-67.8pp |
| Employer contribution / active EE | $1,082 | $2,052-47.3% | $2,760-60.8% | $2,342-53.8% |
| Participant deferral / active EE | $1,005 | $2,466-59.3% | $3,329-69.8% | $3,332-69.8% |
| Admin fee / account holder | $11,916 | $2,833+320.6% | $3,599+231.0% | $4,645+156.5% |