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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 | $2,661 | $101,795-97.4% | $165,100-98.4% | $80,959-96.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -1.33% | 16.73%-18.1pp | 70.21%-71.5pp | 35.67%-37.0pp |
| Employer contribution / active EE | $828 | $2,954-72.0% | $4,348-81.0% | $2,757-70.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $312 | $8,221-96.2% | $12,696-97.5% | $6,925-95.5% |