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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 | $3,163 | $63,703-95.0% | $93,063-96.6% | $82,448-96.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 10.86% | -775.43%+786.3pp | 34.15%-23.3pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,162 | $1,729-32.8% | $2,476-53.1% | $2,551-54.4% |
| Participant deferral / active EE | $1,346 | $2,919-53.9% | $3,958-66.0% | $4,139-67.5% |
| Admin fee / account holder | $834 | $5,982-86.1% | $6,033-86.2% | $7,234-88.5% |