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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 | $7,435 | $84,236-91.2% | $170,435-95.6% | $70,126-89.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.40% | 23.06%-12.7pp | 205.94%-195.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,056 | $3,387-68.8% | $5,432-80.6% | $2,343-54.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $979 | $5,698-82.8% | $13,881-92.9% | $4,645-78.9% |