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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 | $6,691 | $83,369-92.0% | $105,223-93.6% | $67,986-90.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 2.74% | 24.64%-21.9pp | 180.65%-177.9pp | 31.67%-28.9pp |
| Employer contribution / active EE | $2,148 | $2,541-15.5% | $3,689-41.8% | $2,019+6.4% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,581 | $4,073-61.2% | $8,859-82.2% | $3,203-50.6% |