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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 | $7,287 | $85,790-91.5% | $67,313-89.2% | $135,379-94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -41.99% | -0.54%-41.5pp | -4.08%-37.9pp | 519.79%-561.8pp |
| Employer contribution / active EE | $2,048 | $3,487-41.3% | $2,566-20.2% | $4,779-57.2% |
| Participant deferral / active EE | $4,712 | $4,651+1.3% | $3,568+32.0% | $5,609-16.0% |
| Admin fee / account holder | $401 | $6,392-93.7% | $4,507-91.1% | $10,828-96.3% |