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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 | $95,453-95.1% | $112,040-95.8% | $82,448-94.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -2.60% | 23.92%-26.5pp | 24.52%-27.1pp | 41.64%-44.2pp |
| Employer contribution / active EE | $768 | $2,318-66.9% | $2,954-74.0% | $2,551-69.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $523 | $9,013-94.2% | $12,098-95.7% | $7,234-92.8% |