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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 | $9,007 | $95,453-90.6% | $112,040-92.0% | $82,448-89.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -10.59% | 23.92%-34.5pp | 24.52%-35.1pp | 41.64%-52.2pp |
| Employer contribution / active EE | $873 | $2,318-62.3% | $2,954-70.5% | $2,551-65.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,199 | $9,013-86.7% | $12,098-90.1% | $7,234-83.4% |