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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 | $15,776 | $78,707-80.0% | $117,861-86.6% | $70,126-77.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 0.23% | 23.30%-23.1pp | 335.11%-334.9pp | 73.15%-72.9pp |
| Employer contribution / active EE | $891 | $2,223-59.9% | $3,786-76.5% | $2,343-62.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $518 | $5,066-89.8% | $8,021-93.5% | $4,645-88.9% |