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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 | $14,602 | $37,134-60.7% | $100,671-85.5% | $52,331-72.1% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | -2.78% | 0.10%-2.9pp | 20.43%-23.2pp | 4.54%-7.3pp |
| Employer contribution / active EE | $439 | $1,187-63.0% | $4,012-89.1% | $1,882-76.7% |
| Participant deferral / active EE | $1,622 | $2,163-25.0% | $3,144-48.4% | $3,022-46.3% |
| Admin fee / account holder | $465 | $467-0.5% | $4,850-90.4% | $592-21.5% |