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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 | $8,076 | $73,107-89.0% | $114,563-93.0% | $87,485-90.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 8.29% | 19.47%-11.2pp | 241.09%-232.8pp | 26.06%-17.8pp |
| Employer contribution / active EE | $461 | $1,881-75.5% | $2,592-82.2% | $2,596-82.2% |
| Participant deferral / active EE | $1,005 | $3,144-68.0% | $4,142-75.7% | $4,274-76.5% |
| Admin fee / account holder | $875 | $5,770-84.8% | $7,623-88.5% | $7,775-88.7% |