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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 | $80,674-91.7% | $119,126-94.4% | $64,340-89.6% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 2.74% | 26.86%-24.1pp | 282.11%-279.4pp | 24.14%-21.4pp |
| Employer contribution / active EE | $2,148 | $2,564-16.2% | $4,034-46.8% | $1,862+15.4% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,581 | $4,559-65.3% | $10,693-85.2% | $3,703-57.3% |