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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 | $18,305 | $54,320-66.3% | $67,652-72.9% | $52,331-65.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -3.44% | 6.81%-10.2pp | 6625.40%-6628.8pp | 4.54%-8.0pp |
| Employer contribution / active EE | $1,981 | $1,544+28.3% | $2,266-12.6% | $1,882+5.3% |
| Participant deferral / active EE | $2,978 | $2,950+0.9% | $3,560-16.3% | $3,022-1.5% |
| Admin fee / account holder | $1,551 | $527+194.5% | $4,821-67.8% | $592+162.2% |