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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 | $20,212 | $85,766-76.4% | $136,298-85.2% | $70,126-71.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 4.06% | 31.46%-27.4pp | 5156.27%-5152.2pp | 73.15%-69.1pp |
| Employer contribution / active EE | $9,259 | $2,966+212.2% | $4,696+97.2% | $2,343+295.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,098 | $5,421-79.7% | $9,244-88.1% | $4,645-76.4% |