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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 | $15,931 | $71,057-77.6% | $93,654-83.0% | $80,874-80.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 7.96% | 11.26%-3.3pp | 133.34%-125.4pp | 35.62%-27.7pp |
| Employer contribution / active EE | $1,220 | $1,564-22.0% | $2,421-49.6% | $2,756-55.7% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $636 | $6,944-90.8% | $8,282-92.3% | $6,935-90.8% |