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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 | $5,746 | $79,961-92.8% | $98,462-94.2% | $75,177-92.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -11.46% | 19.75%-31.2pp | 21.17%-32.6pp | 160.75%-172.2pp |
| Employer contribution / active EE | $963 | $2,264-57.5% | $3,049-68.4% | $2,671-63.9% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,208 | $6,842-82.3% | $8,875-86.4% | $5,651-78.6% |