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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 | $5,335 | $110,248-95.2% | $95,728-94.4% | $139,456-96.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -2.47% | 27.16%-29.6pp | 28.40%-30.9pp | 373.45%-375.9pp |
| Employer contribution / active EE | $800 | $3,258-75.4% | $2,835-71.8% | $4,753-83.2% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $460 | $6,607-93.0% | $5,673-91.9% | $11,407-96.0% |