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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 | $26,571 | $86,949-69.4% | $102,460-74.1% | $80,959-67.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -11.73% | 18.89%-30.6pp | 29.47%-41.2pp | 35.67%-47.4pp |
| Employer contribution / active EE | $843 | $2,370-64.4% | $3,025-72.1% | $2,757-69.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,668 | $8,048-79.3% | $9,460-82.4% | $6,925-75.9% |