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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 | $7,702 | $73,863-89.6% | $143,797-94.6% | $68,490-88.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -28.63% | 0.91%-29.5pp | -0.04%-28.6pp | -7.85%-20.8pp |
| Employer contribution / active EE | $3,804 | $3,185+19.5% | $4,952-23.2% | $2,597+46.5% |
| Participant deferral / active EE | $2,662 | $3,385-21.3% | $5,638-52.8% | $4,028-33.9% |
| Admin fee / account holder | $397 | $5,756-93.1% | $14,679-97.3% | $5,403-92.7% |