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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 | $13,815 | $62,583-77.9% | $76,767-82.0% | $64,173-78.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -9.86% | -1.95%-7.9pp | 2.43%-12.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $535 | $1,832-70.8% | $2,485-78.5% | $2,381-77.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $343 | $4,667-92.7% | $6,675-94.9% | $4,887-93.0% |