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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 | $7,203 | $71,872-90.0% | $86,691-91.7% | $68,495-89.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -33.96% | 3.53%-37.5pp | 35.94%-69.9pp | -7.84%-26.1pp |
| Employer contribution / active EE | $2,779 | $2,173+27.9% | $2,837-2.0% | $2,596+7.0% |
| Participant deferral / active EE | $3,040 | $3,779-19.5% | $4,656-34.7% | $4,028-24.5% |
| Admin fee / account holder | $424 | $6,112-93.1% | $7,492-94.3% | $5,403-92.2% |