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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 | $7,373 | $77,901-90.5% | $149,717-95.1% | $75,181-90.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 2.92% | 31.73%-28.8pp | 134.41%-131.5pp | 160.69%-157.8pp |
| Employer contribution / active EE | $1,602 | $3,137-49.0% | $4,820-66.8% | $2,671-40.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $328 | $5,949-94.5% | $13,213-97.5% | $5,650-94.2% |