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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 | $9,877 | $45,041-78.1% | $63,003-84.3% | $70,131-85.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.04% | 18.76%-7.7pp | 87.59%-76.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $891 | $2,052-56.6% | $2,760-67.7% | $2,342-62.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $957 | $2,836-66.2% | $3,600-73.4% | $4,645-79.4% |