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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 | $9,658 | $90,486-89.3% | $78,676-87.7% | $273,972-96.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.53% | 75.62%-78.2pp | 62.19%-64.7pp | 41.46%-44.0pp |
| Employer contribution / active EE | $1,542 | $3,175-51.4% | $2,850-45.9% | $4,869-68.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $548 | $5,263-89.6% | $4,510-87.8% | $10,133-94.6% |