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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 | $3,846 | $65,712-94.1% | $57,196-93.3% | $273,972-98.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.08% | 22.01%-24.1pp | 14.59%-16.7pp | 41.46%-43.5pp |
| Employer contribution / active EE | $7,552 | $3,280+130.3% | $2,683+181.5% | $4,869+55.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,076 | $4,838+87.6% | $3,141+189.0% | $10,133-10.4% |