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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 | $7,609 | $54,357-86.0% | $82,706-90.8% | $68,495-88.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.11% | -13.67%-7.4pp | 701.76%-722.9pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,572 | $2,218-29.1% | $3,007-47.7% | $2,596-39.5% |
| Participant deferral / active EE | $3,552 | $3,246+9.4% | $4,394-19.1% | $4,028-11.8% |
| Admin fee / account holder | $3,063 | $4,396-30.3% | $5,329-42.5% | $5,403-43.3% |