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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 | $6,787 | $54,757-87.6% | $90,304-92.5% | $72,975-90.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -0.54% | 30.63%-31.2pp | 78.13%-78.7pp | 81.01%-81.6pp |
| Employer contribution / active EE | $898 | $2,093-57.1% | $2,855-68.6% | $2,440-63.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,770 | $3,973+196.2% | $5,354+119.8% | $5,124+129.7% |