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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 | $11,365 | $54,105-79.0% | $150,970-92.5% | $54,105-79.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 80.0%+20.0pp | 78.8%+21.2pp |
| Annual return | -31.50% | 4.97%-36.5pp | -2.44%-29.1pp | 4.97%-36.5pp |
| Employer contribution / active EE | $3,407 | $7,091-52.0% | $12,246-72.2% | $7,091-52.0% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $0 | $1,890-100.0% |
| Admin fee / account holder | $935 | $4,098-77.2% | $467+100.0% | $4,098-77.2% |