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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 | $3,300 | $73,009-95.5% | $90,760-96.4% | $68,486-95.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -195.08% | -13.81%-181.3pp | -12.16%-182.9pp | -7.85%-187.2pp |
| Employer contribution / active EE | $2,333 | $2,193+6.4% | $2,922-20.2% | $2,597-10.2% |
| Participant deferral / active EE | $1,968 | $3,626-45.7% | $4,565-56.9% | $4,028-51.1% |
| Admin fee / account holder | $529 | $5,896-91.0% | $8,444-93.7% | $5,404-90.2% |