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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 | $7,044 | $48,267-85.4% | $68,794-89.8% | $68,495-89.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -24.93% | -12.70%-12.2pp | -6.37%-18.6pp | -7.84%-17.1pp |
| Employer contribution / active EE | $3,307 | $1,829+80.8% | $2,656+24.5% | $2,596+27.4% |
| Participant deferral / active EE | $4,183 | $2,867+45.9% | $3,941+6.1% | $4,028+3.9% |
| Admin fee / account holder | $982 | $4,362-77.5% | $4,934-80.1% | $5,403-81.8% |