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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 | $4,887 | $82,314-94.1% | $68,808-92.9% | $134,532-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.16% | -2.18%-19.0pp | -6.37%-14.8pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,816 | $3,301-45.0% | $2,656-31.6% | $4,741-61.7% |
| Participant deferral / active EE | $2,132 | $4,740-55.0% | $3,942-45.9% | $6,401-66.7% |
| Admin fee / account holder | $680 | $6,484-89.5% | $4,936-86.2% | $11,429-94.0% |