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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 | $25,558 | $78,707-67.5% | $117,861-78.3% | $70,126-63.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.01% | 23.30%-12.3pp | 335.11%-324.1pp | 73.15%-62.1pp |
| Employer contribution / active EE | $784 | $2,223-64.7% | $3,786-79.3% | $2,343-66.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $855 | $5,066-83.1% | $8,021-89.3% | $4,645-81.6% |