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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 | $9,860 | $48,078-79.5% | $78,676-87.5% | $62,881-84.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.69% | 31.36%-30.7pp | 62.19%-61.5pp | 20.14%-19.5pp |
| Employer contribution / active EE | $638 | $2,015-68.3% | $2,850-77.6% | $2,281-72.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $429 | $3,206-86.6% | $4,510-90.5% | $4,296-90.0% |