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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 | $7,031 | $158,827-95.6% | $121,208-94.2% | $135,382-94.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.30% | -0.64%-9.7pp | 16.93%-27.2pp | 519.77%-530.1pp |
| Employer contribution / active EE | $544 | $5,666-90.4% | $4,023-86.5% | $4,779-88.6% |
| Participant deferral / active EE | $1,112 | $4,006-72.2% | $3,345-66.8% | $5,609-80.2% |
| Admin fee / account holder | $609 | $6,514-90.7% | $5,020-87.9% | $10,829-94.4% |