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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 | $7,200 | $45,872-84.3% | $77,100-90.7% | $68,490-89.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -23.37% | 1.73%-25.1pp | 42.35%-65.7pp | -7.85%-15.5pp |
| Employer contribution / active EE | $4,343 | $1,650+163.3% | $2,815+54.3% | $2,597+67.2% |
| Participant deferral / active EE | $1,564 | $2,963-47.2% | $4,430-64.7% | $4,028-61.2% |
| Admin fee / account holder | $1,348 | $3,041-55.7% | $5,443-75.2% | $5,403-75.1% |