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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 | $3,876 | $77,638-95.0% | $156,551-97.5% | $62,881-93.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.43% | 50.33%-49.9pp | 32.23%-31.8pp | 20.14%-19.7pp |
| Employer contribution / active EE | $621 | $3,444-82.0% | $5,501-88.7% | $2,281-72.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,017 | $5,561-81.7% | $13,028-92.2% | $4,296-76.3% |