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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 | $6,536 | $86,701-92.5% | $73,309-91.1% | $125,389-94.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -8.13% | 2.78%-10.9pp | 5.67%-13.8pp | 282.24%-290.4pp |
| Employer contribution / active EE | $2,763 | $4,152-33.5% | $3,237-14.6% | $4,866-43.2% |
| Participant deferral / active EE | $2,750 | $5,549-50.4% | $4,991-44.9% | $5,352-48.6% |
| Admin fee / account holder | $1,280 | $7,768-83.5% | $5,635-77.3% | $9,541-86.6% |