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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 | $7,245 | $87,544-91.7% | $75,784-90.4% | $125,388-94.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.49% | 13.49%-20.0pp | 9.68%-16.2pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,668 | $4,229-13.3% | $3,652+0.5% | $5,352-31.5% |
| Admin fee / account holder | $411 | $6,502-93.7% | $5,300-92.3% | $9,541-95.7% |