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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 | $10,553 | $65,082-83.8% | $81,367-87.0% | $59,633-82.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | -2.72% | 1.16%-3.9pp | -0.92%-1.8pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $3,848 | $2,934+31.2% | $3,930-2.1% | $2,203+74.7% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,166 | $7,582-71.4% | $8,926-75.7% | $4,297-49.6% |