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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 | $17,793 | $48,364-63.2% | $71,796-75.2% | $62,881-71.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.79% | 13.16%-10.4pp | 78.04%-75.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $714 | $1,042-31.4% | $1,924-62.9% | $2,281-68.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $302 | $3,771-92.0% | $4,815-93.7% | $4,296-93.0% |