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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 | $12,500 | $91,198-86.3% | $178,503-93.0% | $79,856-84.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.89% | 24.20%-19.3pp | 151.12%-146.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $916 | $3,257-71.9% | $5,011-81.7% | $2,471-62.9% |
| Participant deferral / active EE | $2,577 | $3,237-20.4% | $5,202-50.5% | $3,741-31.1% |
| Admin fee / account holder | $447 | $6,748-93.4% | $13,987-96.8% | $5,306-91.6% |