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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 | $6,464 | $103,949-93.8% | $69,182-90.7% | $273,972-97.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -2.86% | 35.28%-38.1pp | -21.93%+19.1pp | 41.46%-44.3pp |
| Employer contribution / active EE | $1,316 | $1,783-26.2% | $1,206+9.1% | $4,869-73.0% |
| Participant deferral / active EE | $2,058 | $2,716-24.2% | $1,897+8.5% | $5,287-61.1% |
| Admin fee / account holder | $643 | $3,671-82.5% | $2,697-76.2% | $10,133-93.7% |