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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 | $10,144 | $53,162-80.9% | $91,225-88.9% | $68,486-85.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -27.01% | -3.14%-23.9pp | 114.12%-141.1pp | -7.85%-19.2pp |
| Employer contribution / active EE | $1,644 | $1,709-3.8% | $2,851-42.3% | $2,597-36.7% |
| Participant deferral / active EE | $2,560 | $2,974-13.9% | $4,233-39.5% | $4,028-36.4% |
| Admin fee / account holder | $622 | $4,493-86.2% | $5,422-88.5% | $5,404-88.5% |