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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 | $18,536 | $101,795-81.8% | $165,100-88.8% | $80,959-77.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 3.91% | 16.73%-12.8pp | 70.21%-66.3pp | 35.67%-31.8pp |
| Employer contribution / active EE | $948 | $2,954-67.9% | $4,348-78.2% | $2,757-65.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,035 | $8,221-75.2% | $12,696-84.0% | $6,925-70.6% |