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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 | $6,608 | $54,380-87.8% | $68,509-90.4% | $59,633-88.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -12.38% | 2.83%-15.2pp | 8.27%-20.7pp | 2041.45%-2053.8pp |
| Employer contribution / active EE | $1,116 | $1,539-27.4% | $2,278-51.0% | $2,203-49.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $582 | $3,885-85.0% | $5,275-89.0% | $4,297-86.5% |