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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 | $4,551 | $57,140-92.0% | $85,240-94.7% | $80,959-94.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 10.19% | 21.71%-11.5pp | 66.75%-56.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $347 | $1,802-80.8% | $2,735-87.3% | $2,757-87.4% |
| Participant deferral / active EE | $798 | $3,115-74.4% | $4,527-82.4% | $4,300-81.4% |
| Admin fee / account holder | $1,238 | $4,992-75.2% | $6,165-79.9% | $6,925-82.1% |