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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 | $17,596 | $54,320-67.6% | $67,653-74.0% | $52,331-66.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -3.06% | 6.81%-9.9pp | 6625.22%-6628.3pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,294 | $1,544-16.2% | $2,266-42.9% | $1,882-31.2% |
| Participant deferral / active EE | $2,111 | $2,950-28.4% | $3,560-40.7% | $3,022-30.2% |
| Admin fee / account holder | $2,364 | $527+348.8% | $4,821-51.0% | $592+299.5% |