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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 | $9,678 | $49,177-80.3% | $79,467-87.8% | $64,173-84.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.57% | -1.16%-7.4pp | 718.30%-726.9pp | 7.63%-16.2pp |
| Employer contribution / active EE | $864 | $2,076-58.4% | $2,800-69.2% | $2,381-63.7% |
| Participant deferral / active EE | $2,480 | $2,821-12.1% | $3,704-33.0% | $3,470-28.5% |
| Admin fee / account holder | $304 | $3,839-92.1% | $5,104-94.0% | $4,887-93.8% |