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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 | $86,922-69.4% | $102,438-74.1% | $80,874-67.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -11.73% | 18.90%-30.6pp | 29.37%-41.1pp | 35.62%-47.3pp |
| Employer contribution / active EE | $843 | $2,369-64.4% | $3,024-72.1% | $2,756-69.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,668 | $8,050-79.3% | $9,448-82.3% | $6,935-75.9% |