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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 | $13,357 | $85,169-84.3% | $172,755-92.3% | $72,983-81.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.76% | 27.32%-25.6pp | 802.94%-801.2pp | 81.01%-79.2pp |
| Employer contribution / active EE | $774 | $3,324-76.7% | $5,144-85.0% | $2,440-68.3% |
| Participant deferral / active EE | $2,703 | $3,260-17.1% | $5,198-48.0% | $3,608-25.1% |
| Admin fee / account holder | $6,754 | $5,880+14.9% | $13,955-51.6% | $5,124+31.8% |