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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 | $7,349 | $95,917-92.3% | $79,583-90.8% | $134,545-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -33.79% | -2.70%-31.1pp | 0.16%-34.0pp | 418.37%-452.2pp |
| Employer contribution / active EE | $1,389 | $3,129-55.6% | $2,414-42.5% | $4,742-70.7% |
| Participant deferral / active EE | $3,792 | $4,694-19.2% | $3,986-4.9% | $6,401-40.8% |
| Admin fee / account holder | $623 | $9,132-93.2% | $6,835-90.9% | $11,431-94.5% |