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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 | $4,193 | $46,599-91.0% | $64,101-93.5% | $75,173-94.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 7.64% | 26.06%-18.4pp | 33.72%-26.1pp | 160.72%-153.1pp |
| Employer contribution / active EE | $560 | $1,975-71.6% | $2,749-79.6% | $2,671-79.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $636 | $2,956-78.5% | $3,070-79.3% | $5,651-88.7% |