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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 | $7,816 | $108,212-92.8% | $77,513-89.9% | $158,966-95.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -3.99% | 31.67%-35.7pp | 54.81%-58.8pp | 302.95%-306.9pp |
| Employer contribution / active EE | $401 | $1,325-69.8% | $987-59.4% | $4,762-91.6% |
| Participant deferral / active EE | $787 | $2,455-67.9% | $1,861-57.7% | $5,983-86.8% |
| Admin fee / account holder | $3,009 | $3,709-18.9% | $2,859+5.2% | $11,250-73.3% |