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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 | $10,046 | $91,198-89.0% | $178,503-94.4% | $79,856-87.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -0.21% | 24.20%-24.4pp | 151.12%-151.3pp | 31.71%-31.9pp |
| Employer contribution / active EE | $882 | $3,257-72.9% | $5,011-82.4% | $2,471-64.3% |
| Participant deferral / active EE | $1,291 | $3,237-60.1% | $5,202-75.2% | $3,741-65.5% |
| Admin fee / account holder | $491 | $6,748-92.7% | $13,987-96.5% | $5,306-90.7% |