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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 | $7,019 | $81,870-91.4% | $119,622-94.1% | $68,486-89.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.15% | -23.82%+3.7pp | -14.98%-5.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,372 | $2,692-49.0% | $4,232-67.6% | $2,597-47.2% |
| Participant deferral / active EE | $2,485 | $4,148-40.1% | $5,601-55.6% | $4,028-38.3% |
| Admin fee / account holder | $450 | $6,583-93.2% | $10,328-95.6% | $5,404-91.7% |