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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 | $10,264 | $49,249-79.2% | $70,476-85.4% | $79,852-87.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 1.65% | 30.09%-28.4pp | 109.12%-107.5pp | 31.72%-30.1pp |
| Employer contribution / active EE | $4,439 | $2,100+111.3% | $2,738+62.1% | $2,471+79.6% |
| Participant deferral / active EE | $1,500 | $2,769-45.8% | $3,710-59.6% | $3,740-59.9% |
| Admin fee / account holder | $387 | $2,878-86.6% | $3,847-89.9% | $5,306-92.7% |