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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 | $18,112 | $85,766-78.9% | $136,298-86.7% | $70,126-74.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.87% | 31.46%-21.6pp | 5156.27%-5146.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $565 | $2,966-81.0% | $4,696-88.0% | $2,343-75.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,364 | $5,421-74.8% | $9,244-85.2% | $4,645-70.6% |