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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 | $8,217 | $57,140-85.6% | $85,240-90.4% | $80,959-89.9% |
| Participation rate | 96.7% | 56.4%+40.3pp | 67.5%+29.1pp | 67.7%+29.0pp |
| Annual return | -3.19% | 21.71%-24.9pp | 66.75%-69.9pp | 35.67%-38.9pp |
| Employer contribution / active EE | $600 | $1,802-66.7% | $2,735-78.1% | $2,757-78.2% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $497 | $4,992-90.0% | $6,165-91.9% | $6,925-92.8% |