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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 | $5,935 | $72,486-91.8% | $87,103-93.2% | $72,976-91.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 2.76% | 24.46%-21.7pp | 28.19%-25.4pp | 81.02%-78.3pp |
| Employer contribution / active EE | $621 | $1,894-67.2% | $2,521-75.4% | $2,440-74.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $992 | $5,055-80.4% | $7,491-86.8% | $5,124-80.6% |