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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 | $10,894 | $48,364-77.5% | $71,796-84.8% | $62,881-82.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.06% | 13.16%-11.1pp | 78.04%-76.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $926 | $1,042-11.1% | $1,924-51.9% | $2,281-59.4% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $564 | $3,771-85.0% | $4,815-88.3% | $4,296-86.9% |