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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 | $14,554 | $70,418-79.3% | $96,570-84.9% | $85,847-83.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | -0.33% | 18.59%-18.9pp | 37.79%-38.1pp | 318.61%-318.9pp |
| Employer contribution / active EE | $1,020 | $1,413-27.8% | $2,357-56.7% | $2,565-60.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $391 | $4,995-92.2% | $6,182-93.7% | $6,261-93.8% |