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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 | $12,941 | $85,171-84.8% | $172,753-92.5% | $72,976-82.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.50% | 27.32%-22.8pp | 803.00%-798.5pp | 81.02%-76.5pp |
| Employer contribution / active EE | $1,041 | $3,324-68.7% | $5,144-79.8% | $2,440-57.3% |
| Participant deferral / active EE | $1,322 | $3,260-59.4% | $5,198-74.6% | $3,608-63.4% |
| Admin fee / account holder | $1,929 | $5,880-67.2% | $13,956-86.2% | $5,124-62.4% |