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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 | $5,486 | $54,763-90.0% | $90,324-93.9% | $72,976-92.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -4.46% | 30.63%-35.1pp | 78.15%-82.6pp | 81.02%-85.5pp |
| Employer contribution / active EE | $1,409 | $2,093-32.7% | $2,856-50.7% | $2,440-42.3% |
| Participant deferral / active EE | $1,111 | $2,887-61.5% | $3,885-71.4% | $3,608-69.2% |
| Admin fee / account holder | $325 | $3,973-91.8% | $5,356-93.9% | $5,124-93.7% |