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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 | $9,948 | $85,169-88.3% | $172,755-94.2% | $72,983-86.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.07% | 27.32%-24.3pp | 802.94%-799.9pp | 81.01%-77.9pp |
| Employer contribution / active EE | $556 | $3,324-83.3% | $5,144-89.2% | $2,440-77.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,557 | $5,880-73.5% | $13,955-88.8% | $5,124-69.6% |