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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 | $9,719 | $52,678-81.6% | $75,784-87.2% | $59,633-83.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.69% | 2.95%-8.6pp | 9.68%-15.4pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,123 | $2,591-56.7% | $3,652-69.3% | $3,192-64.8% |
| Admin fee / account holder | $2,326 | $3,610-35.6% | $5,300-56.1% | $4,297-45.9% |