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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 | $8,615 | $59,813-85.6% | $79,580-89.2% | $68,486-87.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -25.20% | -12.30%-12.9pp | 0.15%-25.4pp | -7.85%-17.3pp |
| Employer contribution / active EE | $2,889 | $1,505+92.0% | $2,413+19.7% | $2,597+11.3% |
| Participant deferral / active EE | $2,904 | $3,024-4.0% | $3,985-27.1% | $4,028-27.9% |
| Admin fee / account holder | $1,167 | $4,835-75.9% | $6,835-82.9% | $5,404-78.4% |