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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 | $3,127 | $105,623-97.0% | $87,502-96.4% | $273,972-98.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -16.66% | 12.26%-28.9pp | 12.21%-28.9pp | 41.46%-58.1pp |
| Employer contribution / active EE | $827 | $3,141-73.7% | $2,550-67.6% | $4,869-83.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $517 | $4,781-89.2% | $4,221-87.8% | $10,133-94.9% |