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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 | $6,712 | $59,819-88.8% | $79,583-91.6% | $68,490-90.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -27.23% | -12.30%-14.9pp | 0.16%-27.4pp | -7.85%-19.4pp |
| Employer contribution / active EE | $1,362 | $1,505-9.5% | $2,414-43.6% | $2,597-47.5% |
| Participant deferral / active EE | $5,590 | $3,025+84.8% | $3,986+40.3% | $4,028+38.8% |
| Admin fee / account holder | $864 | $4,835-82.1% | $6,835-87.4% | $5,403-84.0% |