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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 | $4,670 | $104,098-95.5% | $140,514-96.7% | $94,015-95.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | -2.60% | 15.14%-17.7pp | 14.36%-17.0pp | 17.84%-20.4pp |
| Employer contribution / active EE | $768 | $2,388-67.8% | $3,378-77.3% | $2,790-72.5% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $523 | $10,439-95.0% | $13,697-96.2% | $8,951-94.2% |