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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 | $12,859 | $53,127-75.8% | $86,587-85.1% | $70,131-81.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.92% | 27.66%-19.7pp | 964.86%-956.9pp | 73.14%-65.2pp |
| Employer contribution / active EE | $760 | $2,068-63.2% | $2,839-73.2% | $2,342-67.5% |
| Participant deferral / active EE | $3,034 | $2,696+12.6% | $3,609-15.9% | $3,332-8.9% |
| Admin fee / account holder | $2,562 | $3,585-28.6% | $4,906-47.8% | $4,645-44.9% |