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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 | $12,486 | $46,360-73.1% | $147,617-91.5% | $52,331-76.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -4.01% | 1.62%-5.6pp | 61.98%-66.0pp | 4.54%-8.6pp |
| Employer contribution / active EE | $1,194 | $2,126-43.8% | $5,564-78.5% | $1,882-36.5% |
| Participant deferral / active EE | $912 | $2,258-59.6% | $4,895-81.4% | $3,022-69.8% |
| Admin fee / account holder | $559 | $766-26.9% | $11,612-95.2% | $592-5.4% |