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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 | $3,997 | $95,188-95.8% | $76,518-94.8% | $135,379-97.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.55% | 4.85%-15.4pp | -0.27%-10.3pp | 519.79%-530.3pp |
| Employer contribution / active EE | $2,466 | $3,303-25.3% | $2,647-6.9% | $4,779-48.4% |
| Participant deferral / active EE | $3,060 | $4,640-34.0% | $3,836-20.2% | $5,609-45.4% |
| Admin fee / account holder | $532 | $6,249-91.5% | $4,849-89.0% | $10,828-95.1% |