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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 | $10,425 | $85,171-87.8% | $172,752-94.0% | $72,975-85.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.95% | 27.32%-24.4pp | 802.97%-800.0pp | 81.01%-78.1pp |
| Employer contribution / active EE | $1,667 | $3,324-49.9% | $5,144-67.6% | $2,440-31.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,473 | $5,880-74.9% | $13,955-89.4% | $5,124-71.3% |