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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 | $3,883 | $69,541-94.4% | $59,899-93.5% | $135,380-97.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -20.14% | 7.95%-28.1pp | 3.46%-23.6pp | 519.81%-539.9pp |
| Employer contribution / active EE | $1,088 | $3,236-66.4% | $2,723-60.0% | $4,779-77.2% |
| Participant deferral / active EE | $957 | $4,206-77.3% | $3,402-71.9% | $5,609-82.9% |
| Admin fee / account holder | $414 | $5,737-92.8% | $3,592-88.5% | $10,828-96.2% |