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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 | $13,858 | $67,411-79.4% | $91,004-84.8% | $70,126-80.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -14.83% | -40.16%+25.3pp | 4.60%-19.4pp | 73.15%-88.0pp |
| Employer contribution / active EE | $2,882 | $1,786+61.4% | $2,456+17.3% | $2,343+23.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,038 | $4,236-75.5% | $5,417-80.8% | $4,645-77.7% |