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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 | $8,298 | $72,404-88.5% | $110,243-92.5% | $64,173-87.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.03% | -6.29%-1.7pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,221 | $2,282-46.5% | $3,827-68.1% | $2,381-48.7% |
| Participant deferral / active EE | $2,780 | $3,469-19.9% | $4,672-40.5% | $3,470-19.9% |
| Admin fee / account holder | $1,972 | $5,664-65.2% | $8,548-76.9% | $4,887-59.7% |