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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 | $8,179 | $46,732-82.5% | $156,551-94.8% | $55,167-85.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 0.66% | 17.72%-17.1pp | 32.23%-31.6pp | 169.23%-168.6pp |
| Employer contribution / active EE | $554 | $2,105-73.7% | $5,501-89.9% | $1,963-71.8% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $747 | $418+78.4% | $13,028-94.3% | $504+48.1% |