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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 | $1,375 | $29,733-95.4% | $56,025-97.5% | $80,959-98.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 7.74% | 35.28%-27.5pp | 1712.69%-1704.9pp | 35.67%-27.9pp |
| Employer contribution / active EE | $586 | $672-12.8% | $1,042-43.7% | $2,757-78.7% |
| Participant deferral / active EE | $823 | $1,229-33.0% | $1,955-57.9% | $4,300-80.9% |
| Admin fee / account holder | $506 | $2,434-79.2% | $2,828-82.1% | $6,925-92.7% |