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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 | $8,538 | $40,275-78.8% | $57,356-85.1% | $59,633-85.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.72% | 27.52%-30.2pp | 24.41%-27.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $658 | $1,921-65.8% | $2,689-75.5% | $2,203-70.1% |
| Participant deferral / active EE | $1,559 | $2,400-35.0% | $3,162-50.7% | $3,192-51.1% |
| Admin fee / account holder | $746 | $2,820-73.6% | $3,357-77.8% | $4,297-82.6% |