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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 | $7,645 | $77,638-90.2% | $156,551-95.1% | $62,881-87.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.93% | 50.33%-46.4pp | 32.23%-28.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $368 | $3,444-89.3% | $5,501-93.3% | $2,281-83.9% |
| Participant deferral / active EE | $1,074 | $3,046-64.7% | $4,871-77.9% | $3,203-66.5% |
| Admin fee / account holder | $1,762 | $5,561-68.3% | $13,028-86.5% | $4,296-59.0% |