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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 | $3,353 | $42,917-92.2% | $60,899-94.5% | $68,495-95.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.41% | -13.99%-5.4pp | 16.92%-36.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,242 | $1,979-37.3% | $2,702-54.1% | $2,596-52.2% |
| Participant deferral / active EE | $1,236 | $2,867-56.9% | $3,817-67.6% | $4,028-69.3% |
| Admin fee / account holder | $677 | $3,102-78.2% | $3,225-79.0% | $5,403-87.5% |