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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 | $8,061 | $63,355-87.3% | $91,994-91.2% | $72,983-89.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 6.04% | 35.35%-29.3pp | 69.03%-63.0pp | 81.01%-75.0pp |
| Employer contribution / active EE | $667 | $2,116-68.5% | $3,452-80.7% | $2,440-72.7% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,142 | $4,668+267.2% | $7,743+121.4% | $5,124+234.5% |