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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 | $3,845 | $42,910-91.0% | $60,919-93.7% | $68,490-94.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -20.90% | -13.99%-6.9pp | 16.96%-37.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $869 | $1,978-56.1% | $2,704-67.9% | $2,597-66.5% |
| Participant deferral / active EE | $1,937 | $2,866-32.4% | $3,814-49.2% | $4,028-51.9% |
| Admin fee / account holder | $1,643 | $3,104-47.1% | $3,228-49.1% | $5,403-69.6% |