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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 | $15,125 | $65,034-76.7% | $90,970-83.4% | $79,856-81.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -1.83% | 30.45%-32.3pp | 134.60%-136.4pp | 31.71%-33.5pp |
| Employer contribution / active EE | $2,287 | $1,247+83.3% | $2,122+7.8% | $2,471-7.5% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $604 | $4,536-86.7% | $5,961-89.9% | $5,306-88.6% |