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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 | $4,247 | $108,212-96.1% | $77,513-94.5% | $158,966-97.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -1.38% | 31.67%-33.0pp | 54.81%-56.2pp | 302.95%-304.3pp |
| Employer contribution / active EE | $777 | $1,325-41.3% | $987-21.2% | $4,762-83.7% |
| Participant deferral / active EE | $942 | $2,455-61.7% | $1,861-49.4% | $5,983-84.3% |
| Admin fee / account holder | $653 | $3,709-82.4% | $2,859-77.2% | $11,250-94.2% |