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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 | $13,890 | $60,349-77.0% | $74,184-81.3% | $62,881-77.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -3.40% | 21.38%-24.8pp | 17.74%-21.1pp | 20.14%-23.5pp |
| Employer contribution / active EE | $774 | $1,680-53.9% | $2,370-67.3% | $2,281-66.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,740 | $4,261-59.2% | $5,586-68.9% | $4,296-59.5% |