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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 | $57,057-85.6% | $85,009-90.3% | $80,874-89.8% |
| Participation rate | 96.7% | 56.4%+40.3pp | 67.5%+29.2pp | 67.6%+29.0pp |
| Annual return | -3.19% | 21.66%-24.9pp | 66.47%-69.7pp | 35.62%-38.8pp |
| Employer contribution / active EE | $600 | $1,799-66.6% | $2,728-78.0% | $2,756-78.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $497 | $4,986-90.0% | $6,153-91.9% | $6,935-92.8% |