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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 | $11,942 | $76,912-84.5% | $129,118-90.8% | $68,486-82.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -21.55% | -9.78%-11.8pp | -10.94%-10.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,178 | $3,243-32.8% | $5,051-56.9% | $2,597-16.1% |
| Participant deferral / active EE | $2,353 | $4,732-50.3% | $6,539-64.0% | $4,028-41.6% |
| Admin fee / account holder | $495 | $6,638-92.5% | $14,305-96.5% | $5,404-90.8% |