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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 | $4,555 | $58,311-92.2% | $81,882-94.4% | $80,959-94.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 3.74% | 41.85%-38.1pp | 779.47%-775.7pp | 35.67%-31.9pp |
| Employer contribution / active EE | $1,054 | $2,347-55.1% | $2,916-63.9% | $2,757-61.8% |
| Participant deferral / active EE | $813 | $3,287-75.3% | $4,323-81.2% | $4,300-81.1% |
| Admin fee / account holder | $803 | $4,752-83.1% | $7,360-89.1% | $6,925-88.4% |