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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 | $3,265 | $48,078-93.2% | $78,676-95.9% | $62,881-94.8% |
| Participation rate | 94.7% | 65.2%+29.5pp | 73.6%+21.2pp | 69.3%+25.4pp |
| Annual return | -1.22% | 31.36%-32.6pp | 62.19%-63.4pp | 20.14%-21.4pp |
| Employer contribution / active EE | $263 | $2,015-86.9% | $2,850-90.8% | $2,281-88.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $780 | $3,206-75.7% | $4,510-82.7% | $4,296-81.8% |