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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 | $9,969 | $64,719-84.6% | $112,249-91.1% | $68,486-85.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.88% | -11.40%-8.5pp | 27.48%-47.4pp | -7.85%-12.0pp |
| Employer contribution / active EE | $2,259 | $2,747-17.8% | $3,636-37.9% | $2,597-13.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,990 | $5,232-62.0% | $6,412-69.0% | $5,404-63.2% |