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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 | $19,245 | $71,873-73.2% | $86,698-77.8% | $68,490-71.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -29.95% | 3.54%-33.5pp | 35.96%-65.9pp | -7.85%-22.1pp |
| Employer contribution / active EE | $832 | $2,173-61.7% | $2,837-70.7% | $2,597-68.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,591 | $6,110-41.2% | $7,492-52.1% | $5,403-33.5% |