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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 | $7,477 | $53,128-85.9% | $86,581-91.4% | $70,124-89.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 1.08% | 27.66%-26.6pp | 965.06%-964.0pp | 73.14%-72.1pp |
| Employer contribution / active EE | $2,601 | $2,068+25.8% | $2,840-8.4% | $2,342+11.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $322 | $3,584-91.0% | $4,904-93.4% | $4,645-93.1% |