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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 | $5,931 | $34,316-82.7% | $74,723-92.1% | $72,976-91.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 0.73% | 26.58%-25.8pp | 753.18%-752.4pp | 81.02%-80.3pp |
| Employer contribution / active EE | $1,584 | $692+128.9% | $1,084+46.1% | $2,440-35.1% |
| Participant deferral / active EE | $747 | $1,272-41.3% | $1,962-61.9% | $3,608-79.3% |
| Admin fee / account holder | $1,029 | $2,125-51.6% | $3,335-69.1% | $5,124-79.9% |